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
$344M
AUM Growth
+$9.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,401
New
Increased
Reduced
Closed

Top Buys

1
+$7.33M
2
+$7M
3
+$6.97M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.23M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$2.17M

Top Sells

1
+$10.2M
2
+$5.97M
3
+$4.94M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$4.58M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$4.57M

Sector Composition

1 Technology 2.92%
2 Industrials 1.95%
3 Healthcare 1.95%
4 Consumer Staples 1.39%
5 Consumer Discretionary 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$62.8K 0.02%
4,000
177
$62.3K 0.02%
935
+111
178
$62.2K 0.02%
1,304
-985
179
$62K 0.02%
2,743
+1,140
180
$60.9K 0.02%
728
-24
181
$60.4K 0.02%
5,325
-474
182
$60.3K 0.02%
1,000
183
$60.2K 0.02%
3,103
-123
184
$60.1K 0.02%
848
185
$60.1K 0.02%
+973
186
$58.3K 0.02%
738
-35
187
$58.2K 0.02%
4,806
+3,926
188
$57.5K 0.02%
1,270
+100
189
$55.5K 0.02%
640
-30
190
$55.1K 0.02%
1,117
+860
191
$54.8K 0.02%
4,510
+1,517
192
$54.8K 0.02%
373
-207
193
$54.1K 0.02%
2,379
+1,070
194
$53.9K 0.02%
1,101
+515
195
$53.8K 0.02%
1,925
196
$53.8K 0.02%
1,072
-515
197
$53.3K 0.02%
+2,745
198
$53K 0.02%
325
+14
199
$51.5K 0.02%
+1,626
200
$50K 0.01%
2,862
+540
6 7
8
9 10