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
$344M
AUM Growth
+$9.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,401
New
Increased
Reduced
Closed

Top Buys

1
+$7.33M
2
+$7M
3
+$6.97M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.23M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$2.17M

Top Sells

1
+$10.2M
2
+$5.97M
3
+$4.94M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$4.58M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$4.57M

Sector Composition

1 Technology 2.92%
2 Industrials 1.95%
3 Healthcare 1.95%
4 Consumer Staples 1.39%
5 Consumer Discretionary 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$112K 0.03%
827
+518
127
$111K 0.03%
2,124
+177
128
$107K 0.03%
1,391
129
$106K 0.03%
5,356
+4,838
130
$106K 0.03%
+1,155
131
$106K 0.03%
1,112
+485
132
$101K 0.03%
2,723
+1,008
133
$101K 0.03%
524
134
$97.5K 0.03%
+7,293
135
$97.2K 0.03%
997
-55
136
$97.1K 0.03%
+12,301
137
$96.9K 0.03%
3,588
-415
138
$96.8K 0.03%
6,067
+2,312
139
$96.1K 0.03%
+25,160
140
$95.5K 0.03%
1,628
-365
141
$95.1K 0.03%
824
-52
142
$94.1K 0.03%
790
143
$91.5K 0.03%
1,129
-1,104
144
$91K 0.03%
9,459
+4,124
145
$90.8K 0.03%
430
-100
146
$90K 0.03%
2,016
-1,095
147
$85.7K 0.02%
2,242
-1,190
148
$82.8K 0.02%
857
-36
149
$82.3K 0.02%
10,720
+6,882
150
$81.1K 0.02%
1,778
+897
4 5
6
7 8