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
$309M
AUM Growth
-$630M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,617
New
Increased
Reduced
Closed

Top Buys

1
+$17M
2
+$6.93M
3
+$4.24M
4
CLX icon
Clorox
CLX
+$271K
5
AFG icon
American Financial Group
AFG
+$261K

Top Sells

1
+$34.4M
2
+$13.2M
3
+$7.8M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$7.04M
5
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$4.28M

Sector Composition

1 Technology 5.54%
2 Healthcare 4%
3 Consumer Staples 1.26%
4 Consumer Discretionary 1.24%
5 Financials 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$76K 0.02%
1,256
-214
152
$74.1K 0.02%
1,351
-45
153
$73.8K 0.02%
1,681
154
$72.2K 0.02%
1,225
-80
155
$71.8K 0.02%
+3,420
156
$71.4K 0.02%
2,553
-623
157
$71K 0.02%
1,533
-2,098
158
$68.2K 0.02%
822
-8
159
$66.1K 0.02%
2,424
-1,513
160
$64.3K 0.02%
3,902
161
$63.8K 0.02%
288
+10
162
$62K 0.02%
4,030
+38
163
$61.1K 0.02%
3,226
+236
164
$57.6K 0.02%
933
-272
165
$55.6K 0.02%
593
-77
166
$54.4K 0.02%
932
167
$54.4K 0.02%
5,419
-1,106
168
$52.5K 0.02%
20,110
-2,265
169
$51.5K 0.02%
270
-138
170
$51.4K 0.02%
1,370
-315
171
$50.9K 0.02%
375
172
$50.5K 0.02%
1,519
+2
173
$50.3K 0.02%
1,908
-32
174
$46.2K 0.02%
433
-24
175
$43.8K 0.01%
459
+61
5 6
7
8 9