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
$310M
AUM Growth
+$32.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
461
New
Increased
Reduced
Closed

Top Buys

1
+$8.46M
2
+$6.69M
3
+$5.56M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$4.02M
5
B
Barrick Mining
B
+$139K

Top Sells

1
+$251K
2
+$127K
3
+$83.5K
4
BTO
John Hancock Financial Opportunities Fund
BTO
+$73.8K
5
MCHP icon
Microchip Technology
MCHP
+$58.6K

Sector Composition

1 Technology 1.04%
2 Industrials 0.83%
3 Financials 0.42%
4 Materials 0.4%
5 Consumer Discretionary 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$41.5K 0.01%
1,000
102
$41.2K 0.01%
861
+90
103
$41.1K 0.01%
379
104
$41K 0.01%
1,859
105
$40.6K 0.01%
85
106
$40.4K 0.01%
590
+108
107
$40.3K 0.01%
296
108
$39.3K 0.01%
455
+77
109
$38.6K 0.01%
112
+12
110
$38.2K 0.01%
67
111
$36.8K 0.01%
286
112
$33.1K 0.01%
728
+113
113
$31.6K 0.01%
230
114
$30.2K 0.01%
1,213
115
$29.8K 0.01%
462
116
$29.1K 0.01%
818
-21
117
$28.6K 0.01%
952
118
$27.8K 0.01%
78
+18
119
$27.8K 0.01%
756
-84
120
$27.2K 0.01%
1,031
121
$27K 0.01%
163
122
$27K 0.01%
408
123
$26.6K 0.01%
675
124
$26.5K 0.01%
171
125
$25.8K 0.01%
1,150
3 4
5
6 7