TAM

Tucker Asset Management Portfolio holdings

AUM $343M
1-Year Est. Return 17.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$320M
AUM Growth
+$9.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
634
New
Increased
Reduced
Closed

Top Buys

1
+$13.3M
2
+$5.95M
3
+$4.56M
4
NVDA icon
NVIDIA
NVDA
+$497K
5
OBSV
ObsEva SA Ordinary Shares
OBSV
+$441K

Top Sells

1
+$348K
2
+$296K
3
+$255K
4
OZK icon
Bank OZK
OZK
+$252K
5
INTU icon
Intuit
INTU
+$219K

Sector Composition

1 Technology 1.08%
2 Industrials 0.83%
3 Consumer Discretionary 0.46%
4 Healthcare 0.38%
5 Financials 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$19.6K 0.01%
282
152
$19.6K 0.01%
395
+50
153
$18.9K 0.01%
+2,158
154
$18.6K 0.01%
+163
155
$18.3K 0.01%
+1,100
156
$18.3K 0.01%
100
157
$18.3K 0.01%
1,000
158
$18.1K 0.01%
653
159
$17.8K 0.01%
+228
160
$17.5K 0.01%
70
+39
161
$17.4K 0.01%
694
+21
162
$17.4K 0.01%
312
+54
163
$17.3K 0.01%
211
164
$17.2K 0.01%
+101
165
$17.1K 0.01%
+116
166
$16.8K 0.01%
300
167
$16.6K 0.01%
148
+23
168
$16.5K 0.01%
+330
169
$16.5K 0.01%
310
-2,130
170
$16.5K 0.01%
270
-138
171
$16.3K 0.01%
500
-1,195
172
$16.3K 0.01%
643
173
$16.2K 0.01%
+353
174
$16.2K 0.01%
102
+47
175
$16.2K 0.01%
+216
5 6
7
8 9