TAM

Tucker Asset Management Portfolio holdings

AUM $343M
1-Year Est. Return 17.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$320M
AUM Growth
+$9.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
634
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$5.95M
3
+$4.56M
4
NVDA icon
NVIDIA
NVDA
+$497K
5
OBSV
ObsEva SA Ordinary Shares
OBSV
+$441K

Top Sells

1
+$348K
2
+$296K
3
+$255K
4
OZK icon
Bank OZK
OZK
+$252K
5
INTU icon
Intuit
INTU
+$219K

Sector Composition

1 Technology 1.08%
2 Industrials 0.83%
3 Consumer Discretionary 0.46%
4 Healthcare 0.38%
5 Financials 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$42K 0.01%
189
+77
102
$41.2K 0.01%
+370
103
$40.4K 0.01%
379
+31
104
$40.3K 0.01%
590
105
$40K 0.01%
511
+6
106
$37.1K 0.01%
414
-41
107
$36.4K 0.01%
746
+18
108
$36.3K 0.01%
852
+684
109
$35.6K 0.01%
278
-8
110
$35.4K 0.01%
752
-109
111
$33.2K 0.01%
691
+518
112
$32.6K 0.01%
64
+20
113
$31.7K 0.01%
1,090
-640
114
$31.7K 0.01%
+227
115
$30.6K 0.01%
818
116
$30.5K 0.01%
67
117
$30.5K 0.01%
107
+72
118
$29.4K 0.01%
181
+89
119
$29.2K 0.01%
1,213
120
$29K 0.01%
399
+65
121
$28.1K 0.01%
361
+181
122
$28.1K 0.01%
1,010
-1,635
123
$27.7K 0.01%
365
+63
124
$27.2K 0.01%
556
+68
125
$27K 0.01%
384
+67
3 4
5
6 7