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
$400M
AUM Growth
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,709
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$1.86M
3
+$664K
4
PG icon
Procter & Gamble
PG
+$534K
5
EVT icon
Eaton Vance Tax-Advantaged Dividend Income Fund
EVT
+$463K

Top Sells

1
+$19.8M
2
+$5.43M
3
+$1.99M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.4M
5
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$1.08M

Sector Composition

1 Technology 3.09%
2 Consumer Staples 1.65%
3 Industrials 1.62%
4 Healthcare 1.59%
5 Consumer Discretionary 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$68.3K 0.02%
+928
177
$68.1K 0.02%
+1,645
178
$67.9K 0.02%
2,676
179
$67.7K 0.02%
1,000
180
$66.8K 0.02%
2,536
+450
181
$66.8K 0.02%
453
+110
182
$66.4K 0.02%
471
-782
183
$65.7K 0.02%
300
184
$65.7K 0.02%
295
-39
185
$65.4K 0.02%
1,412
-208
186
$65.2K 0.02%
1,282
-593
187
$65K 0.02%
520
188
$64.7K 0.02%
+4,418
189
$64.4K 0.02%
171
-38
190
$64.3K 0.02%
1,632
-781
191
$61K 0.02%
792
+707
192
$60.3K 0.02%
410
193
$57.5K 0.01%
707
194
$56.8K 0.01%
297
+12
195
$56.7K 0.01%
4,000
196
$55.7K 0.01%
578
+5
197
$54.2K 0.01%
208
-231
198
$54.2K 0.01%
2,883
+21
199
$53.6K 0.01%
757
-462
200
$53.2K 0.01%
862
6 7
8
9 10