TAM

Tucker Asset Management Portfolio holdings

AUM $332M
1-Year Est. Return 16.1%
This Quarter Est. Return
1 Year Est. Return
+16.1%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$166M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
368
New
Increased
Reduced
Closed

Top Buys

1 +$82.3M
2 +$42.7M
3 +$23.8M
4
AAPL icon
Apple
AAPL
+$1.58M
5
RTX icon
RTX Corp
RTX
+$678K

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.26%
2 Industrials 1.63%
3 Communication Services 0.77%
4 Consumer Discretionary 0.75%
5 Healthcare 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$26.7K 0.02%
+276
102
$26.6K 0.02%
+900
103
$26.5K 0.02%
+229
104
$26.3K 0.02%
+706
105
$26.3K 0.02%
+438
106
$25.1K 0.02%
+1,245
107
$25.1K 0.02%
+430
108
$24.9K 0.02%
+441
109
$24.8K 0.02%
+620
110
$24.8K 0.02%
+66
111
$24.7K 0.01%
+166
112
$23.9K 0.01%
+426
113
$23.8K 0.01%
+578
114
$23.7K 0.01%
+796
115
$23.6K 0.01%
+198
116
$23.5K 0.01%
+315
117
$23.4K 0.01%
+62
118
$23.3K 0.01%
+345
119
$23K 0.01%
+493
120
$22.6K 0.01%
+153
121
$22.4K 0.01%
+980
122
$22.3K 0.01%
+180
123
$22.3K 0.01%
+710
124
$22K 0.01%
+1,367
125
$21.9K 0.01%
+84