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
$307M
AUM Growth
-$2.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
938
New
Increased
Reduced
Closed

Top Buys

1
+$7.44M
2
+$6.68M
3
+$1.31M
4
GLP icon
Global Partners
GLP
+$780K
5
AAPL icon
Apple
AAPL
+$418K

Top Sells

1
+$29.6M
2
+$480K
3
+$135K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$108K
5
CAJ
Canon, Inc.
CAJ
+$87.4K

Sector Composition

1 Technology 1.57%
2 Industrials 1.19%
3 Energy 0.77%
4 Financials 0.56%
5 Consumer Discretionary 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$61.9K 0.02%
812
102
$61.7K 0.02%
790
103
$61K 0.02%
+3,415
104
$59.4K 0.02%
+1,117
105
$58K 0.02%
3,166
+733
106
$57.6K 0.02%
610
+37
107
$57K 0.02%
482
108
$56.3K 0.02%
2,882
+1,793
109
$56K 0.02%
379
+368
110
$55.2K 0.02%
593
+4
111
$54.1K 0.02%
5,168
+240
112
$54K 0.02%
+867
113
$53.9K 0.02%
+1,111
114
$53.1K 0.02%
823
+32
115
$52.1K 0.02%
2,025
-100
116
$50.6K 0.02%
+1,627
117
$48.9K 0.02%
651
+109
118
$48.4K 0.02%
+1,091
119
$47.7K 0.02%
970
120
$47.1K 0.02%
+491
121
$47.1K 0.02%
300
122
$46.7K 0.02%
1,285
123
$46.5K 0.02%
361
+330
124
$46.3K 0.02%
+542
125
$46.2K 0.02%
756
+203
3 4
5
6 7