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
$310M
AUM Growth
+$32.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
461
New
Increased
Reduced
Closed

Top Buys

1
+$8.46M
2
+$6.69M
3
+$5.56M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$4.02M
5
B
Barrick Mining
B
+$139K

Top Sells

1
+$251K
2
+$127K
3
+$83.5K
4
BTO
John Hancock Financial Opportunities Fund
BTO
+$73.8K
5
MCHP icon
Microchip Technology
MCHP
+$58.6K

Sector Composition

1 Technology 1.04%
2 Industrials 0.83%
3 Financials 0.42%
4 Materials 0.4%
5 Consumer Discretionary 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$16.6K 0.01%
+270
152
$16.6K 0.01%
243
153
$16.4K 0.01%
258
154
$16.3K 0.01%
211
155
$16.2K 0.01%
700
156
$16.2K 0.01%
660
157
$16.2K 0.01%
156
+87
158
$16.2K 0.01%
653
+8
159
$16.1K 0.01%
643
+30
160
$16.1K 0.01%
1,120
+17
161
$16.1K 0.01%
382
162
$15.7K 0.01%
+100
163
$15.7K 0.01%
+118
164
$15.2K ﹤0.01%
338
+226
165
$14.7K ﹤0.01%
190
166
$14.5K ﹤0.01%
158
+88
167
$14.3K ﹤0.01%
794
168
$14K ﹤0.01%
125
169
$13.6K ﹤0.01%
125
170
$13K ﹤0.01%
87
+28
171
$12.9K ﹤0.01%
334
+110
172
$12.8K ﹤0.01%
137
173
$12.5K ﹤0.01%
92
174
$12.3K ﹤0.01%
48
-36
175
$12.2K ﹤0.01%
750
5 6
7
8 9