TAM

Tucker Asset Management Portfolio holdings

AUM $343M
1-Year Est. Return 17.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$343M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,089
New
Increased
Reduced
Closed

Top Buys

1
+$2.94M
2
+$2.36M
3
+$1.49M
4
SHW icon
Sherwin-Williams
SHW
+$802K
5
TLH icon
iShares 10-20 Year Treasury Bond ETF
TLH
+$506K

Top Sells

1
+$4.68M
2
+$3.67M
3
+$2.57M
4
RTX icon
RTX Corp
RTX
+$1.63M
5
AMRX icon
Amneal Pharmaceuticals
AMRX
+$1.14M

Sector Composition

1 Technology 8.74%
2 Healthcare 4.78%
3 Financials 1.44%
4 Consumer Discretionary 1.4%
5 Industrials 0.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EVRG icon
176
Evergy
EVRG
$19.1B
$112K 0.03%
+1,550
IWP icon
177
iShares Russell Mid-Cap Growth ETF
IWP
$19.9B
$112K 0.03%
+816
DUK icon
178
Duke Energy
DUK
$101B
$111K 0.03%
946
-1,145
FEM icon
179
First Trust Emerging Markets AlphaDEX Fund
FEM
$613M
$111K 0.03%
4,054
-439
LGOV icon
180
First Trust Long Duration Opportunities ETF
LGOV
$678M
$109K 0.03%
5,016
-2,228
BIV icon
181
Vanguard Intermediate-Term Bond ETF
BIV
$27.9B
$108K 0.03%
1,393
+1,289
MBB icon
182
iShares MBS ETF
MBB
$39.3B
$106K 0.03%
1,115
+146
QTEC icon
183
First Trust NASDAQ-100 Technology Index Fund
QTEC
$2.89B
$106K 0.03%
+461
QYLD icon
184
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.32B
$105K 0.03%
5,941
COIN icon
185
Coinbase
COIN
$55.2B
$104K 0.03%
+461
KR icon
186
Kroger
KR
$44.3B
$104K 0.03%
+1,664
PIT icon
187
VanEck Commodity Strategy ETF
PIT
$136M
$104K 0.03%
+1,963
EQIX icon
188
Equinix
EQIX
$93.6B
$102K 0.03%
+133
FAAR icon
189
First Trust Alternative Absolute Return Strategy ETF
FAAR
$161M
$101K 0.03%
+3,729
CB icon
190
Chubb
CB
$130B
$101K 0.03%
+323
UAN icon
191
CVR Partners
UAN
$1.24B
$100K 0.03%
+979
VXF icon
192
Vanguard Extended Market ETF
VXF
$25.9B
$99.1K 0.03%
+474
QGRW icon
193
WisdomTree US Quality Growth Fund
QGRW
$2.15B
$98.6K 0.03%
1,681
BAR icon
194
GraniteShares Gold Shares
BAR
$1.76B
$98.4K 0.03%
+2,315
EMN icon
195
Eastman Chemical
EMN
$8.56B
$98.4K 0.03%
+1,541
SPYM
196
State Street SPDR Portfolio S&P 500 ETF
SPYM
$106B
$97.3K 0.03%
1,213
+165
FSIG icon
197
First Trust Limited Duration Investment Grade Corporate ETF
FSIG
$1.49B
$96.7K 0.03%
5,038
+101
CRM icon
198
Salesforce
CRM
$189B
$96.4K 0.03%
364
-936
VEA icon
199
Vanguard FTSE Developed Markets ETF
VEA
$206B
$96.1K 0.03%
+1,539
UNH icon
200
UnitedHealth
UNH
$262B
$94.7K 0.03%
+287
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