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
$400M
AUM Growth
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,709
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$1.86M
3
+$664K
4
PG icon
Procter & Gamble
PG
+$534K
5
EVT icon
Eaton Vance Tax-Advantaged Dividend Income Fund
EVT
+$463K

Top Sells

1
+$19.8M
2
+$5.43M
3
+$1.99M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.4M
5
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$1.08M

Sector Composition

1 Technology 3.09%
2 Consumer Staples 1.65%
3 Industrials 1.62%
4 Healthcare 1.59%
5 Consumer Discretionary 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$85.5K 0.02%
2,420
-129
152
$84K 0.02%
846
+392
153
$83.4K 0.02%
+1,325
154
$83.3K 0.02%
794
155
$82.4K 0.02%
4,112
+4,028
156
$81.3K 0.02%
+5,945
157
$81.3K 0.02%
+5,506
158
$81K 0.02%
+2,665
159
$80.6K 0.02%
1,242
-160
160
$80.5K 0.02%
+5,315
161
$80.4K 0.02%
720
+80
162
$80.1K 0.02%
+5,357
163
$79.9K 0.02%
+9,317
164
$79.6K 0.02%
+4,759
165
$78.8K 0.02%
+4,477
166
$76.7K 0.02%
1,653
+1,453
167
$76K 0.02%
+6,650
168
$74.8K 0.02%
5,650
-1,050
169
$74.6K 0.02%
1,768
+17
170
$74.3K 0.02%
+6,442
171
$73.1K 0.02%
+4,582
172
$72.8K 0.02%
+3,292
173
$72K 0.02%
+236
174
$69.4K 0.02%
1,498
+855
175
$68.6K 0.02%
708
+73
5 6
7
8 9