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
$458M
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,998
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$7.06M
3
+$6.61M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.8M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.09M

Top Sells

1
+$10.5M
2
+$1.34M
3
+$659K
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$561K
5
BULZ icon
MicroSectors FANG & Innovation 3x Leveraged ETN
BULZ
+$546K

Sector Composition

1 Technology 4.77%
2 Healthcare 2.68%
3 Industrials 1.44%
4 Consumer Staples 1.12%
5 Consumer Discretionary 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$133K 0.03%
830
-35
152
$132K 0.03%
3,808
-1,452
153
$132K 0.03%
1,346
+47
154
$127K 0.03%
+2,312
155
$126K 0.03%
779
-294
156
$126K 0.03%
+3,785
157
$123K 0.03%
4,888
158
$123K 0.03%
5,182
+168
159
$123K 0.03%
973
-433
160
$122K 0.03%
2,311
+174
161
$122K 0.03%
760
+30
162
$119K 0.03%
3,923
-8,851
163
$119K 0.03%
3,913
+432
164
$118K 0.03%
4,066
+441
165
$117K 0.03%
3,430
+3,389
166
$116K 0.03%
1,576
-196
167
$115K 0.03%
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168
$114K 0.02%
9,738
+1,461
169
$113K 0.02%
2,238
+3
170
$112K 0.02%
1,090
-29
171
$112K 0.02%
2,455
-377
172
$111K 0.02%
1,460
-3,634
173
$111K 0.02%
2,508
-126
174
$110K 0.02%
2,006
+1,000
175
$108K 0.02%
1,178
-4,456
5 6
7
8 9