TAM

Tucker Asset Management Portfolio holdings

AUM $343M
1-Year Est. Return 17.55%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$458M
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,000
New
Increased
Reduced
Closed

Top Buys

1 +$11.3M
2 +$7.05M
3 +$6.6M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$4.62M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$2.9M

Sector Composition

1 Technology 4.77%
2 Healthcare 2.68%
3 Industrials 1.44%
4 Consumer Staples 1.12%
5 Consumer Discretionary 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1226
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1227
$0 ﹤0.01%
20
1228
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1230
-8,500
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1234
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1235
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1239
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1240
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-3,390
1243
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1246
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1247
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1248
-28,700
1249
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1250
-36