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
$277M
AUM Growth
+$56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
414
New
Increased
Reduced
Closed

Top Buys

1
+$15.6M
2
+$15.2M
3
+$11.1M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.31M
5
LTHM
Livent Corporation
LTHM
+$308K

Top Sells

1
+$295K
2
+$275K
3
+$199K
4
NUE icon
Nucor
NUE
+$116K
5
STLD icon
Steel Dynamics
STLD
+$94.6K

Sector Composition

1 Technology 1%
2 Industrials 0.88%
3 Consumer Discretionary 0.49%
4 Financials 0.43%
5 Materials 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$16.1K 0.01%
69
152
$16.1K 0.01%
67
153
$16.1K 0.01%
382
154
$16K 0.01%
190
+75
155
$15.8K 0.01%
1,103
+60
156
$15.7K 0.01%
613
+28
157
$15.3K 0.01%
586
-2
158
$14.4K 0.01%
258
159
$14K 0.01%
+794
160
$13.8K 0.01%
125
161
$13.6K ﹤0.01%
+125
162
$13.5K ﹤0.01%
137
163
$12.6K ﹤0.01%
200
164
$12.4K ﹤0.01%
180
+70
165
$12.1K ﹤0.01%
53
-25
166
$12K ﹤0.01%
+750
167
$11.8K ﹤0.01%
200
168
$11.7K ﹤0.01%
300
169
$11.4K ﹤0.01%
+150
170
$11.2K ﹤0.01%
+158
171
$11.2K ﹤0.01%
52
172
$11.2K ﹤0.01%
27
173
$11K ﹤0.01%
35
174
$10.8K ﹤0.01%
188
+3
175
$10.6K ﹤0.01%
92
+50
5 6
7
8 9