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
$939M
AUM Growth
+$506M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,759
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$7.42M
3
+$2M
4
NVDA icon
NVIDIA
NVDA
+$730K
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$469K

Top Sells

1
+$11M
2
+$2.37M
3
+$2.15M
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$1.1M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$1.04M

Sector Composition

1 Technology 2.48%
2 Healthcare 1.35%
3 Consumer Discretionary 0.63%
4 Financials 0.51%
5 Industrials 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$96.2K 0.01%
227
177
$96.1K 0.01%
1,875
+420
178
$95.8K 0.01%
1,089
-1
179
$95.6K 0.01%
2,235
180
$93.6K 0.01%
5,059
+4,357
181
$93.2K 0.01%
3,992
+2,874
182
$88.6K 0.01%
+2,040
183
$88.4K 0.01%
2,467
+956
184
$88K 0.01%
415
185
$86.8K 0.01%
3,176
+500
186
$85.2K 0.01%
1,245
+953
187
$83.9K 0.01%
866
-18
188
$83.7K 0.01%
337
189
$83.2K 0.01%
602
-3
190
$82.8K 0.01%
1,681
191
$82.1K 0.01%
1,242
192
$81.3K 0.01%
1,180
+1,004
193
$81.2K 0.01%
1,943
+1,253
194
$81.1K 0.01%
2,660
+450
195
$79.7K 0.01%
821
+383
196
$79.3K 0.01%
1,155
197
$77.9K 0.01%
408
+194
198
$77.1K 0.01%
4,170
-50
199
$77.1K 0.01%
1,095
+95
200
$75.2K 0.01%
219
+218
6 7
8
9 10