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
$320M
AUM Growth
+$9.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
634
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$6.07M
3
+$4.63M
4
NVDA icon
NVIDIA
NVDA
+$541K
5
OBSV
ObsEva SA Ordinary Shares
OBSV
+$450K

Top Sells

1
+$422K
2
+$366K
3
+$255K
4
OZK icon
Bank OZK
OZK
+$252K
5
INTU icon
Intuit
INTU
+$206K

Sector Composition

1 Technology 1.08%
2 Industrials 0.83%
3 Consumer Discretionary 0.46%
4 Healthcare 0.38%
5 Financials 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$26.2K 0.01%
712
+607
127
$26.1K 0.01%
700
128
$26K 0.01%
241
+200
129
$25.8K 0.01%
+410
130
$25.4K 0.01%
206
-90
131
$25.3K 0.01%
+97
132
$24.9K 0.01%
675
133
$24.4K 0.01%
161
+151
134
$23.8K 0.01%
218
+53
135
$23.6K 0.01%
383
136
$23.2K 0.01%
1,355
137
$23.1K 0.01%
109
+61
138
$22.7K 0.01%
+325
139
$22.2K 0.01%
108
+55
140
$21.7K 0.01%
413
-476
141
$21.6K 0.01%
439
142
$21.6K 0.01%
1,354
+1,271
143
$21.3K 0.01%
38
+27
144
$21.1K 0.01%
374
+13
145
$20.7K 0.01%
345
-117
146
$20.2K 0.01%
439
+105
147
$20.2K 0.01%
+74
148
$20.1K 0.01%
+676
149
$20K 0.01%
+185
150
$19.7K 0.01%
+260
4 5
6
7 8