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
$400M
AUM Growth
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,709
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$1.86M
3
+$664K
4
PG icon
Procter & Gamble
PG
+$534K
5
EVT icon
Eaton Vance Tax-Advantaged Dividend Income Fund
EVT
+$463K

Top Sells

1
+$19.8M
2
+$5.43M
3
+$1.99M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.4M
5
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$1.08M

Sector Composition

1 Technology 3.09%
2 Consumer Staples 1.65%
3 Industrials 1.62%
4 Healthcare 1.59%
5 Consumer Discretionary 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$109K 0.03%
731
+587
127
$104K 0.03%
5,206
+4,561
128
$100K 0.03%
2,322
-98
129
$99.6K 0.02%
249
+55
130
$99.4K 0.02%
2,418
+973
131
$98.6K 0.02%
1,155
132
$98.3K 0.02%
2,626
-3,473
133
$97.6K 0.02%
8,086
-91
134
$96.3K 0.02%
414
-23
135
$96.1K 0.02%
5,763
+5,199
136
$95.5K 0.02%
1,818
-33
137
$95.2K 0.02%
1,060
+190
138
$95K 0.02%
7,793
-5,121
139
$94.7K 0.02%
1,446
-44
140
$94.5K 0.02%
1,755
-33
141
$94.3K 0.02%
1,643
+1,167
142
$91K 0.02%
1,119
143
$90.2K 0.02%
+13,049
144
$89.6K 0.02%
822
-2
145
$89.4K 0.02%
1,713
+374
146
$88.6K 0.02%
+3,749
147
$86.8K 0.02%
4,654
-56
148
$86.1K 0.02%
4,152
149
$85.8K 0.02%
+3,385
150
$85.8K 0.02%
827
+656
4 5
6
7 8