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
$307M
AUM Growth
-$2.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
938
New
Increased
Reduced
Closed

Top Buys

1
+$7.44M
2
+$6.68M
3
+$1.31M
4
GLP icon
Global Partners
GLP
+$780K
5
AAPL icon
Apple
AAPL
+$418K

Top Sells

1
+$29.6M
2
+$480K
3
+$135K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$108K
5
CAJ
Canon, Inc.
CAJ
+$87.4K

Sector Composition

1 Technology 1.57%
2 Industrials 1.19%
3 Energy 0.77%
4 Financials 0.56%
5 Consumer Discretionary 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$35.7K 0.01%
383
+99
152
$35.6K 0.01%
727
153
$35.5K 0.01%
64
154
$35.3K 0.01%
314
155
$34.8K 0.01%
338
-57
156
$33.3K 0.01%
720
+500
157
$33.1K 0.01%
354
+1
158
$33K 0.01%
696
-282
159
$32.8K 0.01%
390
+20
160
$32.8K 0.01%
655
161
$32.6K 0.01%
217
162
$32.3K 0.01%
837
+115
163
$31.9K 0.01%
621
+159
164
$31.5K 0.01%
1,404
+85
165
$31.2K 0.01%
+1,285
166
$30.9K 0.01%
104
+100
167
$30.8K 0.01%
440
+293
168
$29.9K 0.01%
409
+25
169
$29.8K 0.01%
2,939
+1,430
170
$29.8K 0.01%
2,226
+473
171
$29.7K 0.01%
+1,440
172
$29.7K 0.01%
1,145
+653
173
$29.6K 0.01%
1,300
174
$29.4K 0.01%
+547
175
$29.2K 0.01%
581
+339
5 6
7
8 9