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
$400M
AUM Growth
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,709
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$1.86M
3
+$664K
4
PG icon
Procter & Gamble
PG
+$534K
5
EVT icon
Eaton Vance Tax-Advantaged Dividend Income Fund
EVT
+$463K

Top Sells

1
+$19.8M
2
+$5.43M
3
+$1.99M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.4M
5
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$1.08M

Sector Composition

1 Technology 3.09%
2 Consumer Staples 1.65%
3 Industrials 1.62%
4 Healthcare 1.59%
5 Consumer Discretionary 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$183K 0.05%
3,546
+12
102
$181K 0.05%
+4,547
103
$172K 0.04%
+4,000
104
$172K 0.04%
2,678
-1,279
105
$167K 0.04%
+9,614
106
$163K 0.04%
1,414
+166
107
$162K 0.04%
246
-13
108
$153K 0.04%
1,049
+131
109
$151K 0.04%
5,452
+18
110
$151K 0.04%
+5,150
111
$147K 0.04%
315
112
$146K 0.04%
8,725
+3,664
113
$146K 0.04%
7,999
+7,499
114
$136K 0.03%
+3,101
115
$134K 0.03%
788
+2
116
$131K 0.03%
2,729
+2,262
117
$130K 0.03%
3,234
+1,914
118
$130K 0.03%
1,438
-158
119
$128K 0.03%
3,046
-4,626
120
$126K 0.03%
+8,163
121
$125K 0.03%
2,938
+2,730
122
$121K 0.03%
889
-4
123
$118K 0.03%
5,014
-478
124
$117K 0.03%
+36,194
125
$115K 0.03%
+1,307
3 4
5
6 7