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
$166M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
368
New
Increased
Reduced
Closed

Top Buys

1
+$82.3M
2
+$42.7M
3
+$23.8M
4
AAPL icon
Apple
AAPL
+$1.58M
5
RTX icon
RTX Corp
RTX
+$678K

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.26%
2 Industrials 1.63%
3 Communication Services 0.77%
4 Consumer Discretionary 0.75%
5 Healthcare 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$11.4K 0.01%
+238
177
$11.1K 0.01%
+119
178
$10.7K 0.01%
+166
179
$10.6K 0.01%
+136
180
$10.5K 0.01%
+502
181
$10.5K 0.01%
+120
182
$10.3K 0.01%
+167
183
$10.3K 0.01%
+151
184
$10K 0.01%
+117
185
$9.97K 0.01%
+137
186
$9.95K 0.01%
+170
187
$9.92K 0.01%
+154
188
$9.79K 0.01%
+67
189
$9.7K 0.01%
+196
190
$9.39K 0.01%
+200
191
$9.28K 0.01%
+154
192
$9.19K 0.01%
+93
193
$9.14K 0.01%
+52
194
$8.87K 0.01%
+35
195
$8.81K 0.01%
+215
196
$8.49K 0.01%
+200
197
$8.08K ﹤0.01%
+134
198
$7.98K ﹤0.01%
+334
199
$7.75K ﹤0.01%
+103
200
$7.17K ﹤0.01%
+224
6 7
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