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
$221M
AUM Growth
+$31.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$7.97M
2
+$7.06M
3
+$4.91M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3M
5
NVDA icon
NVIDIA
NVDA
+$600K

Top Sells

1
+$270K
2
+$250K
3
+$247K
4
MU icon
Micron Technology
MU
+$244K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$244K

Sector Composition

1 Industrials 1.07%
2 Technology 0.85%
3 Consumer Discretionary 0.54%
4 Financials 0.44%
5 Materials 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$29.6K 0.01%
+477
102
$29.1K 0.01%
976
-36
103
$28.5K 0.01%
462
-540
104
$28.5K 0.01%
1,031
-4,176
105
$28.2K 0.01%
600
106
$27.6K 0.01%
950
107
$25.9K 0.01%
383
108
$25.6K 0.01%
383
+50
109
$25.2K 0.01%
855
110
$24.7K 0.01%
408
+53
111
$24.6K 0.01%
408
-480
112
$24.4K 0.01%
736
-164
113
$23.2K 0.01%
95
+93
114
$23K 0.01%
312
+23
115
$22.8K 0.01%
184
-100
116
$22.8K 0.01%
+57
117
$22.7K 0.01%
439
118
$22.3K 0.01%
340
+50
119
$22.1K 0.01%
700
120
$22.1K 0.01%
295
-1
121
$21.5K 0.01%
735
+255
122
$21.2K 0.01%
1,000
123
$20.9K 0.01%
379
124
$20.6K 0.01%
1,355
125
$20.6K 0.01%
+91
3 4
5
6 7