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
$307M
AUM Growth
-$2.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
938
New
Increased
Reduced
Closed

Top Buys

1
+$7.44M
2
+$6.68M
3
+$1.31M
4
GLP icon
Global Partners
GLP
+$780K
5
AAPL icon
Apple
AAPL
+$418K

Top Sells

1
+$29.6M
2
+$480K
3
+$135K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$108K
5
CAJ
Canon, Inc.
CAJ
+$87.4K

Sector Composition

1 Technology 1.57%
2 Industrials 1.19%
3 Energy 0.77%
4 Financials 0.56%
5 Consumer Discretionary 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$46.1K 0.02%
1,725
+987
127
$46K 0.02%
952
-101
128
$45.9K 0.02%
1,000
129
$45K 0.01%
954
+531
130
$44K 0.01%
+1,245
131
$44K 0.01%
+2,067
132
$42.5K 0.01%
+1,017
133
$42.3K 0.01%
555
-83
134
$42K 0.01%
238
+186
135
$41.8K 0.01%
452
136
$40.3K 0.01%
1,258
+131
137
$39.9K 0.01%
906
+71
138
$39.8K 0.01%
582
+183
139
$39.5K 0.01%
+1,446
140
$39K 0.01%
1,546
141
$39K 0.01%
528
+87
142
$38.9K 0.01%
+248
143
$38.3K 0.01%
420
144
$38.1K 0.01%
+892
145
$38K 0.01%
267
146
$37.4K 0.01%
192
147
$36.9K 0.01%
2,170
148
$36.8K 0.01%
829
+479
149
$36.3K 0.01%
+904
150
$36K 0.01%
+1,254
4 5
6
7 8