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
$221M
AUM Growth
+$31.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$7.97M
2
+$7.06M
3
+$4.91M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3M
5
NVDA icon
NVIDIA
NVDA
+$600K

Top Sells

1
+$270K
2
+$250K
3
+$247K
4
MU icon
Micron Technology
MU
+$244K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$244K

Sector Composition

1 Industrials 1.07%
2 Technology 0.85%
3 Consumer Discretionary 0.54%
4 Financials 0.44%
5 Materials 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$12.4K 0.01%
220
-380
152
$12.2K 0.01%
498
-4
153
$12K 0.01%
200
154
$11.3K 0.01%
137
155
$11.1K 0.01%
67
156
$10.8K ﹤0.01%
96
-20
157
$10.6K ﹤0.01%
185
-11
158
$10.4K ﹤0.01%
52
159
$10.4K ﹤0.01%
154
160
$10.2K ﹤0.01%
27
161
$10.2K ﹤0.01%
200
162
$10K ﹤0.01%
35
163
$9.99K ﹤0.01%
379
+100
164
$9.81K ﹤0.01%
115
-200
165
$9.52K ﹤0.01%
117
166
$9.35K ﹤0.01%
110
-2,873
167
$9.3K ﹤0.01%
195
168
$8.97K ﹤0.01%
224
169
$8.91K ﹤0.01%
173
170
$8.81K ﹤0.01%
106
171
$8.76K ﹤0.01%
509
172
$8.7K ﹤0.01%
330
173
$8.33K ﹤0.01%
1,012
174
$8.32K ﹤0.01%
547
175
$8.3K ﹤0.01%
531
5 6
7
8 9