TAM
Tucker Asset Management Portfolio holdings
AUM
$939M
This Quarter Return
+7.03%
1 Year Return
+15.87%
3 Year Return
+24.51%
5 Year Return
–
10 Year Return
–
AUM
$310M
AUM Growth
+$310M
(+12%)
Cap. Flow
+$25.7M
Cap. Flow
% of AUM
8.3%
Top 10 Holdings %
Top 10 Hldgs %
95.68%
Holding
461
New
70
Increased
91
Reduced
29
Closed
15
Top Buys
Top Sells
| 1 |
Sea Limited
SE
|
$251K |
| 2 |
Asana
ASAN
|
$127K |
| 3 |
Moderna
MRNA
|
$83.5K |
| 4 |
BTO
John Hancock Financial Opportunities Fund
BTO
|
$73.8K |
| 5 |
Royce Value Trust
RVT
|
$45.2K |
Sector Composition
| 1 | Technology | 1.04% |
| 2 | Industrials | 0.83% |
| 3 | Financials | 0.42% |
| 4 | Materials | 0.4% |
| 5 | Consumer Discretionary | 0.38% |
