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
$344M
AUM Growth
+$9.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,401
New
Increased
Reduced
Closed

Top Buys

1
+$7.33M
2
+$7M
3
+$6.97M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.23M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$2.17M

Top Sells

1
+$10.2M
2
+$5.97M
3
+$4.94M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$4.58M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$4.57M

Sector Composition

1 Technology 2.92%
2 Industrials 1.95%
3 Healthcare 1.95%
4 Consumer Staples 1.39%
5 Consumer Discretionary 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$80.2K 0.02%
1,413
+726
152
$79.8K 0.02%
197
-45
153
$79.7K 0.02%
353
154
$79K 0.02%
4,960
+3,317
155
$76.6K 0.02%
821
+733
156
$75.4K 0.02%
372
157
$75K 0.02%
448
-56
158
$74.3K 0.02%
1,792
-355
159
$73.9K 0.02%
1,091
160
$73.9K 0.02%
926
161
$72.9K 0.02%
4,489
+2,414
162
$71.9K 0.02%
209
163
$70.6K 0.02%
746
+551
164
$68.8K 0.02%
2,144
-896
165
$68.3K 0.02%
2,983
+2,360
166
$67.3K 0.02%
12,604
+11,925
167
$66.8K 0.02%
482
168
$66.1K 0.02%
2,813
+2,607
169
$65.9K 0.02%
1,000
170
$65K 0.02%
1,112
-42
171
$64.7K 0.02%
995
-282
172
$64.3K 0.02%
4,249
-2,130
173
$63.7K 0.02%
520
-79
174
$63.7K 0.02%
944
+341
175
$63.2K 0.02%
+27,596
5 6
7
8 9