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
$320M
AUM Growth
+$9.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
634
New
Increased
Reduced
Closed

Top Buys

1 +$12.8M
2 +$6.07M
3 +$4.63M
4
NVDA icon
NVIDIA
NVDA
+$541K
5
OBSV
ObsEva SA Ordinary Shares
OBSV
+$450K

Top Sells

1 +$422K
2 +$366K
3 +$255K
4
OZK icon
Bank OZK
OZK
+$252K
5
INTU icon
Intuit
INTU
+$206K

Sector Composition

1 Technology 1.08%
2 Industrials 0.83%
3 Consumer Discretionary 0.46%
4 Healthcare 0.38%
5 Financials 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$16.2K 0.01%
254
-16
177
$16K 0.01%
201
+104
178
$15.9K 0.01%
190
179
$15.9K 0.01%
104
+65
180
$15.7K ﹤0.01%
700
181
$15.2K ﹤0.01%
794
182
$14.9K ﹤0.01%
+1,177
183
$14.9K ﹤0.01%
1,120
184
$14.8K ﹤0.01%
+119
185
$14.8K ﹤0.01%
+82
186
$14.8K ﹤0.01%
125
187
$14.7K ﹤0.01%
+54
188
$14.4K ﹤0.01%
853
+500
189
$14.1K ﹤0.01%
+425
190
$14K ﹤0.01%
69
191
$13.9K ﹤0.01%
239
+203
192
$13.8K ﹤0.01%
+3,000
193
$13.6K ﹤0.01%
195
+95
194
$13.5K ﹤0.01%
+84
195
$13.4K ﹤0.01%
228
+50
196
$13K ﹤0.01%
63
-22
197
$12.9K ﹤0.01%
219
+26
198
$12.7K ﹤0.01%
255
+171
199
$12.6K ﹤0.01%
+93
200
$12.6K ﹤0.01%
171