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
$310M
AUM Growth
+$32.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
461
New
Increased
Reduced
Closed

Top Buys

1
+$8.46M
2
+$6.69M
3
+$5.56M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$4.02M
5
B
Barrick Mining
B
+$139K

Top Sells

1
+$251K
2
+$127K
3
+$83.5K
4
BTO
John Hancock Financial Opportunities Fund
BTO
+$73.8K
5
MCHP icon
Microchip Technology
MCHP
+$58.6K

Sector Composition

1 Technology 1.04%
2 Industrials 0.83%
3 Financials 0.42%
4 Materials 0.4%
5 Consumer Discretionary 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$11.8K ﹤0.01%
53
177
$11.6K ﹤0.01%
200
178
$11.5K ﹤0.01%
52
179
$11.4K ﹤0.01%
+17
180
$11.3K ﹤0.01%
35
181
$11.2K ﹤0.01%
178
-10
182
$11.2K ﹤0.01%
158
183
$11.1K ﹤0.01%
+91
184
$11K ﹤0.01%
150
185
$10.8K ﹤0.01%
37
+28
186
$10.5K ﹤0.01%
96
187
$10.4K ﹤0.01%
27
188
$10.3K ﹤0.01%
385
189
$10.3K ﹤0.01%
104
190
$10.2K ﹤0.01%
+80
191
$9.96K ﹤0.01%
+400
192
$9.92K ﹤0.01%
+15
193
$9.59K ﹤0.01%
55
194
$9.53K ﹤0.01%
+380
195
$9.49K ﹤0.01%
+360
196
$9.4K ﹤0.01%
+68
197
$9.26K ﹤0.01%
106
198
$9.21K ﹤0.01%
195
199
$9.16K ﹤0.01%
+256
200
$9.11K ﹤0.01%
106
6 7
8
9 10