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
$307M
AUM Growth
-$2.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
938
New
Increased
Reduced
Closed

Top Buys

1
+$7.44M
2
+$6.68M
3
+$1.31M
4
GLP icon
Global Partners
GLP
+$780K
5
AAPL icon
Apple
AAPL
+$418K

Top Sells

1
+$29.6M
2
+$480K
3
+$135K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$108K
5
CAJ
Canon, Inc.
CAJ
+$87.4K

Sector Composition

1 Technology 1.57%
2 Industrials 1.19%
3 Energy 0.77%
4 Financials 0.56%
5 Consumer Discretionary 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$28.6K 0.01%
+407
177
$28.6K 0.01%
447
+289
178
$28.1K 0.01%
752
+607
179
$27.6K 0.01%
117
+22
180
$27.3K 0.01%
1,213
181
$27K 0.01%
+547
182
$26.5K 0.01%
+2,109
183
$26.3K 0.01%
402
+1
184
$26.2K 0.01%
710
+5
185
$25.9K 0.01%
356
+96
186
$25.8K 0.01%
336
+288
187
$25.6K 0.01%
+819
188
$25.4K 0.01%
+652
189
$25.4K 0.01%
475
-115
190
$24.9K 0.01%
1,090
191
$24.6K 0.01%
178
+110
192
$24.4K 0.01%
730
+30
193
$24.2K 0.01%
530
194
$24.1K 0.01%
855
195
$24.1K 0.01%
+2,608
196
$23.9K 0.01%
324
+159
197
$23.9K 0.01%
75
+8
198
$23.5K 0.01%
55
+30
199
$23.4K 0.01%
1,252
+395
200
$23.3K 0.01%
323
+217
6 7
8
9 10