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
$166M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
368
New
Increased
Reduced
Closed

Top Buys

1
+$82.3M
2
+$42.7M
3
+$23.8M
4
AAPL icon
Apple
AAPL
+$1.58M
5
RTX icon
RTX Corp
RTX
+$678K

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.26%
2 Industrials 1.63%
3 Communication Services 0.77%
4 Consumer Discretionary 0.75%
5 Healthcare 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$21.8K 0.01%
+1,510
127
$21.2K 0.01%
+1,426
128
$20.9K 0.01%
+1,387
129
$20.8K 0.01%
+2,645
130
$20.6K 0.01%
+99
131
$20.6K 0.01%
+218
132
$20.3K 0.01%
+128
133
$20.2K 0.01%
+57
134
$20.2K 0.01%
+259
135
$20.1K 0.01%
+355
136
$20.1K 0.01%
+1,355
137
$20K 0.01%
+121
138
$19.8K 0.01%
+86
139
$19.4K 0.01%
+390
140
$19.4K 0.01%
+353
141
$19.2K 0.01%
+950
142
$19.2K 0.01%
+550
143
$18.8K 0.01%
+118
144
$18.2K 0.01%
+373
145
$18.1K 0.01%
+171
146
$18K 0.01%
+25
147
$17.3K 0.01%
+224
148
$17.1K 0.01%
+758
149
$16.6K 0.01%
+76
150
$16.6K 0.01%
+309
4 5
6
7 8