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
$458M
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,998
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$7.06M
3
+$6.61M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.8M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.09M

Top Sells

1
+$10.5M
2
+$1.34M
3
+$659K
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$561K
5
BULZ icon
MicroSectors FANG & Innovation 3x Leveraged ETN
BULZ
+$546K

Sector Composition

1 Technology 4.77%
2 Healthcare 2.68%
3 Industrials 1.44%
4 Consumer Staples 1.12%
5 Consumer Discretionary 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$186K 0.04%
+3,424
127
$183K 0.04%
6,875
+2,440
128
$183K 0.04%
16,371
+1,353
129
$180K 0.04%
1,336
+1,288
130
$174K 0.04%
1,154
-143
131
$173K 0.04%
2,408
+140
132
$173K 0.04%
2,216
+2,186
133
$165K 0.04%
1,704
+1,651
134
$165K 0.04%
1,659
+131
135
$161K 0.04%
1,911
+347
136
$160K 0.03%
2,364
+126
137
$160K 0.03%
317
-751
138
$158K 0.03%
868
-282
139
$158K 0.03%
992
+817
140
$156K 0.03%
5,737
+303
141
$154K 0.03%
885
+805
142
$150K 0.03%
572
-144
143
$148K 0.03%
1,018
144
$145K 0.03%
1,657
+51
145
$144K 0.03%
1,955
+1,046
146
$144K 0.03%
190
+129
147
$140K 0.03%
1,665
+922
148
$139K 0.03%
1,359
+269
149
$138K 0.03%
3,024
-362
150
$137K 0.03%
315
4 5
6
7 8