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
$939M
AUM Growth
+$506M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,759
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$7.42M
3
+$2M
4
NVDA icon
NVIDIA
NVDA
+$730K
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$469K

Top Sells

1
+$11M
2
+$2.37M
3
+$2.15M
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$1.1M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$1.04M

Sector Composition

1 Technology 2.48%
2 Healthcare 1.35%
3 Consumer Discretionary 0.63%
4 Financials 0.51%
5 Industrials 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$165K 0.02%
3,631
+1,822
127
$163K 0.02%
2,138
+370
128
$161K 0.02%
1,725
+99
129
$160K 0.02%
6,182
+840
130
$158K 0.02%
5,035
-1,459
131
$157K 0.02%
167
-75
132
$155K 0.02%
2,156
-112
133
$155K 0.02%
2,590
-607
134
$152K 0.02%
1,787
-561
135
$148K 0.02%
315
136
$146K 0.02%
864
-61
137
$143K 0.02%
2,635
+741
138
$142K 0.02%
2,419
+4
139
$141K 0.02%
2,294
-517
140
$138K 0.01%
1,714
+1,587
141
$137K 0.01%
4,922
+34
142
$136K 0.01%
8,355
-1,769
143
$136K 0.01%
2,792
+884
144
$135K 0.01%
1,212
-18
145
$135K 0.01%
1,058
-142
146
$133K 0.01%
2,657
-727
147
$132K 0.01%
1,470
+5
148
$128K 0.01%
554
+18
149
$126K 0.01%
4,019
+1,021
150
$125K 0.01%
2,767
+1,512
4 5
6
7 8