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
$310M
AUM Growth
+$32.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
461
New
Increased
Reduced
Closed

Top Buys

1
+$8.46M
2
+$6.69M
3
+$5.56M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$4.02M
5
B
Barrick Mining
B
+$139K

Top Sells

1
+$251K
2
+$127K
3
+$83.5K
4
BTO
John Hancock Financial Opportunities Fund
BTO
+$73.8K
5
MCHP icon
Microchip Technology
MCHP
+$58.6K

Sector Composition

1 Technology 1.04%
2 Industrials 0.83%
3 Financials 0.42%
4 Materials 0.4%
5 Consumer Discretionary 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$25.7K 0.01%
855
127
$25.6K 0.01%
383
128
$25.5K 0.01%
302
129
$25.3K 0.01%
488
-111
130
$25K 0.01%
700
131
$23.9K 0.01%
165
132
$23.6K 0.01%
203
133
$22.8K 0.01%
334
+64
134
$22.4K 0.01%
361
+342
135
$22.2K 0.01%
+44
136
$21.1K 0.01%
439
137
$21.1K 0.01%
282
-13
138
$20.1K 0.01%
280
+197
139
$19.8K 0.01%
317
+117
140
$19.7K 0.01%
850
141
$19K 0.01%
500
142
$18.5K 0.01%
85
+18
143
$18.1K 0.01%
1,000
144
$18.1K 0.01%
+223
145
$17.9K 0.01%
1,355
146
$17.9K 0.01%
345
147
$17.7K 0.01%
69
148
$17.5K 0.01%
673
+87
149
$16.9K 0.01%
180
150
$16.8K 0.01%
300
4 5
6
7 8