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
$277M
AUM Growth
+$56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
414
New
Increased
Reduced
Closed

Top Buys

1 +$15.6M
2 +$15.2M
3 +$11.1M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.31M
5
LTHM
Livent Corporation
LTHM
+$308K

Top Sells

1 +$295K
2 +$275K
3 +$199K
4
NUE icon
Nucor
NUE
+$116K
5
STLD icon
Steel Dynamics
STLD
+$94.6K

Sector Composition

1 Technology 1%
2 Industrials 0.88%
3 Consumer Discretionary 0.49%
4 Financials 0.43%
5 Materials 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$25.4K 0.01%
+171
127
$25.2K 0.01%
84
-11
128
$24.6K 0.01%
850
+115
129
$23.5K 0.01%
+203
130
$23.4K 0.01%
700
131
$23K 0.01%
302
+185
132
$22.6K 0.01%
295
133
$22.5K 0.01%
439
134
$22.3K 0.01%
500
135
$22.3K 0.01%
60
136
$22.1K 0.01%
184
137
$21.2K 0.01%
660
138
$21K 0.01%
339
+2
139
$19.8K 0.01%
165
140
$19.2K 0.01%
1,355
141
$19.2K 0.01%
1,000
142
$18.6K 0.01%
211
-36
143
$17.4K 0.01%
+54
144
$16.9K 0.01%
345
+125
145
$16.8K 0.01%
270
146
$16.8K 0.01%
+300
147
$16.7K 0.01%
243
+89
148
$16.5K 0.01%
900
+500
149
$16.3K 0.01%
+700
150
$16.2K 0.01%
645
+147