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
$221M
AUM Growth
+$31.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$7.97M
2
+$7.06M
3
+$4.91M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3M
5
NVDA icon
NVIDIA
NVDA
+$600K

Top Sells

1
+$270K
2
+$250K
3
+$247K
4
MU icon
Micron Technology
MU
+$244K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$244K

Sector Composition

1 Industrials 1.07%
2 Technology 0.85%
3 Consumer Discretionary 0.54%
4 Financials 0.44%
5 Materials 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$8.27K ﹤0.01%
400
+200
177
$8.21K ﹤0.01%
523
178
$7.99K ﹤0.01%
145
179
$7.98K ﹤0.01%
334
180
$7.92K ﹤0.01%
464
181
$7.64K ﹤0.01%
145
182
$7.57K ﹤0.01%
+142
183
$7.47K ﹤0.01%
154
-309
184
$7.33K ﹤0.01%
52
185
$7.22K ﹤0.01%
332
-2,218
186
$7.1K ﹤0.01%
320
187
$7.09K ﹤0.01%
53
188
$7.07K ﹤0.01%
361
189
$6.9K ﹤0.01%
151
190
$6.9K ﹤0.01%
168
191
$6.81K ﹤0.01%
47
192
$6.79K ﹤0.01%
534
193
$6.7K ﹤0.01%
91
194
$6.69K ﹤0.01%
+134
195
$6.64K ﹤0.01%
50
196
$6.54K ﹤0.01%
+62
197
$6.21K ﹤0.01%
+59
198
$6.1K ﹤0.01%
71
199
$6.02K ﹤0.01%
141
+21
200
$5.84K ﹤0.01%
+44
6 7
8
9 10