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
$458M
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,998
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$7.06M
3
+$6.61M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.8M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.09M

Top Sells

1
+$10.5M
2
+$1.34M
3
+$659K
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$561K
5
BULZ icon
MicroSectors FANG & Innovation 3x Leveraged ETN
BULZ
+$546K

Sector Composition

1 Technology 4.77%
2 Healthcare 2.68%
3 Industrials 1.44%
4 Consumer Staples 1.12%
5 Consumer Discretionary 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$108K 0.02%
2,247
+463
177
$107K 0.02%
2,279
-133
178
$105K 0.02%
1,851
-14
179
$105K 0.02%
1,888
-6,169
180
$103K 0.02%
828
-41
181
$102K 0.02%
2,485
-644
182
$102K 0.02%
420
183
$101K 0.02%
495
+231
184
$101K 0.02%
946
+161
185
$100K 0.02%
2,296
-277
186
$98.6K 0.02%
+717
187
$98K 0.02%
1,295
188
$97.9K 0.02%
+477
189
$97.1K 0.02%
929
+636
190
$96.7K 0.02%
2,151
+273
191
$95.7K 0.02%
350
+50
192
$95.1K 0.02%
2,313
+1
193
$94.3K 0.02%
1,900
-1,429
194
$93.6K 0.02%
421
+45
195
$91.8K 0.02%
1,886
+31
196
$91.4K 0.02%
7,291
-193
197
$89.4K 0.02%
966
-111
198
$89K 0.02%
746
-48
199
$86.7K 0.02%
1,155
200
$85.7K 0.02%
471
+39
6 7
8
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