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
$166M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
368
New
Increased
Reduced
Closed

Top Buys

1 +$82.3M
2 +$42.7M
3 +$23.8M
4
AAPL icon
Apple
AAPL
+$1.58M
5
RTX icon
RTX Corp
RTX
+$678K

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.26%
2 Industrials 1.63%
3 Communication Services 0.77%
4 Consumer Discretionary 0.75%
5 Healthcare 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$16.6K 0.01%
+78
152
$15.7K 0.01%
+128
153
$15.6K 0.01%
+344
154
$15.6K 0.01%
+110
155
$15.5K 0.01%
+615
156
$15.4K 0.01%
+135
157
$15.2K 0.01%
+67
158
$14.9K 0.01%
+200
159
$14.4K 0.01%
+155
160
$14.1K 0.01%
+278
161
$13.9K 0.01%
+129
162
$13.8K 0.01%
+276
163
$13.7K 0.01%
+285
164
$13.6K 0.01%
+122
165
$13.4K 0.01%
+259
166
$13.4K 0.01%
+120
167
$13.2K 0.01%
+41
168
$12.9K 0.01%
+91
169
$12.8K 0.01%
+57
170
$12.5K 0.01%
+969
171
$12.2K 0.01%
+80
172
$12.1K 0.01%
+300
173
$12K 0.01%
+203
174
$11.8K 0.01%
+118
175
$11.5K 0.01%
+141