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
$277M
AUM Growth
+$56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
414
New
Increased
Reduced
Closed

Top Buys

1
+$15.6M
2
+$15.2M
3
+$11.1M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.31M
5
LTHM
Livent Corporation
LTHM
+$308K

Top Sells

1
+$295K
2
+$275K
3
+$199K
4
NUE icon
Nucor
NUE
+$116K
5
STLD icon
Steel Dynamics
STLD
+$94.6K

Sector Composition

1 Technology 1%
2 Industrials 0.88%
3 Consumer Discretionary 0.49%
4 Financials 0.43%
5 Materials 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$10.5K ﹤0.01%
96
177
$10.5K ﹤0.01%
+385
178
$10.3K ﹤0.01%
+104
179
$9.38K ﹤0.01%
224
180
$9.23K ﹤0.01%
+368
181
$9.15K ﹤0.01%
+55
182
$9.02K ﹤0.01%
173
183
$8.87K ﹤0.01%
+60
184
$8.79K ﹤0.01%
+99
185
$8.76K ﹤0.01%
59
-8
186
$8.68K ﹤0.01%
+302
187
$8.6K ﹤0.01%
195
188
$8.56K ﹤0.01%
+106
189
$8.52K ﹤0.01%
106
190
$8.52K ﹤0.01%
509
191
$8.52K ﹤0.01%
329
-50
192
$8.45K ﹤0.01%
154
-225
193
$8.2K ﹤0.01%
464
194
$8.2K ﹤0.01%
+33
195
$8.12K ﹤0.01%
1,012
196
$8.09K ﹤0.01%
+84
197
$8.08K ﹤0.01%
531
198
$8.06K ﹤0.01%
147
+5
199
$8.06K ﹤0.01%
+97
200
$8.02K ﹤0.01%
547
6 7
8
9 10