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
$221M
AUM Growth
+$31.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$7.97M
2
+$7.06M
3
+$4.91M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3M
5
NVDA icon
NVIDIA
NVDA
+$600K

Top Sells

1
+$270K
2
+$250K
3
+$247K
4
MU icon
Micron Technology
MU
+$244K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$244K

Sector Composition

1 Industrials 1.07%
2 Technology 0.85%
3 Consumer Discretionary 0.54%
4 Financials 0.44%
5 Materials 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$20.5K 0.01%
337
-122
127
$19.8K 0.01%
50
128
$19.2K 0.01%
247
-12
129
$17.9K 0.01%
78
+45
130
$17K 0.01%
389
-6
131
$16.7K 0.01%
660
-3
132
$16.5K 0.01%
280
-1
133
$16.4K 0.01%
588
-27
134
$16.3K 0.01%
270
135
$16.3K 0.01%
67
136
$15.8K 0.01%
382
-225
137
$15.5K 0.01%
165
-925
138
$15.3K 0.01%
131
139
$15.2K 0.01%
+585
140
$15.1K 0.01%
1,043
+74
141
$14.8K 0.01%
+496
142
$14.8K 0.01%
259
143
$14.5K 0.01%
600
+400
144
$14.1K 0.01%
+245
145
$13.7K 0.01%
189
+49
146
$13.7K 0.01%
258
-268
147
$13.6K 0.01%
60
148
$13.4K 0.01%
69
149
$13K 0.01%
300
-5,592
150
$12.8K 0.01%
125
4 5
6
7 8