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
$277M
AUM Growth
+$56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
414
New
Increased
Reduced
Closed

Top Buys

1
+$15.6M
2
+$15.2M
3
+$11.1M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.31M
5
LTHM
Livent Corporation
LTHM
+$308K

Top Sells

1
+$295K
2
+$275K
3
+$199K
4
NUE icon
Nucor
NUE
+$116K
5
STLD icon
Steel Dynamics
STLD
+$94.6K

Sector Composition

1 Technology 1%
2 Industrials 0.88%
3 Consumer Discretionary 0.49%
4 Financials 0.43%
5 Materials 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$38K 0.01%
296
102
$37.8K 0.01%
+3,203
103
$36.9K 0.01%
771
+111
104
$35.7K 0.01%
388
+199
105
$35.2K 0.01%
286
106
$32.4K 0.01%
100
107
$31.1K 0.01%
230
108
$30.8K 0.01%
462
109
$30.7K 0.01%
482
+74
110
$30.6K 0.01%
+1,213
111
$30.2K 0.01%
378
+66
112
$30K 0.01%
952
+2
113
$30K 0.01%
599
-118
114
$30K 0.01%
517
+134
115
$29.5K 0.01%
615
+4
116
$28.8K 0.01%
840
-136
117
$28.3K 0.01%
839
+103
118
$27.5K 0.01%
1,031
119
$27.1K 0.01%
+163
120
$26.9K 0.01%
855
121
$26.9K 0.01%
582
122
$26.9K 0.01%
+675
123
$26.7K 0.01%
408
124
$26.3K 0.01%
1,150
+816
125
$26.2K 0.01%
383
3 4
5
6 7