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
$344M
AUM Growth
+$9.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,401
New
Increased
Reduced
Closed

Top Buys

1
+$7.33M
2
+$7M
3
+$6.97M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.23M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$2.17M

Top Sells

1
+$10.2M
2
+$5.97M
3
+$4.94M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$4.58M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$4.57M

Sector Composition

1 Technology 2.92%
2 Industrials 1.95%
3 Healthcare 1.95%
4 Consumer Staples 1.39%
5 Consumer Discretionary 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$145K 0.04%
301
+199
102
$144K 0.04%
5,013
-466
103
$144K 0.04%
267
+100
104
$141K 0.04%
4,277
+469
105
$141K 0.04%
4,023
+4,008
106
$140K 0.04%
1,565
+100
107
$139K 0.04%
1,346
-81
108
$139K 0.04%
342
-244
109
$139K 0.04%
490
-150
110
$131K 0.04%
758
-29
111
$129K 0.04%
581
-45
112
$127K 0.04%
9,475
+6,916
113
$126K 0.04%
+29,106
114
$126K 0.04%
14,102
+8,933
115
$125K 0.04%
2,661
-397
116
$123K 0.04%
973
-30
117
$122K 0.04%
922
118
$122K 0.04%
3,963
+2,416
119
$121K 0.04%
2,292
+986
120
$121K 0.04%
5,640
+932
121
$121K 0.04%
7,841
+393
122
$121K 0.04%
+5,185
123
$115K 0.03%
1,013
-2
124
$112K 0.03%
+2,572
125
$112K 0.03%
+11,036
3 4
5
6 7