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
$309M
AUM Growth
-$630M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,617
New
Increased
Reduced
Closed

Top Buys

1
+$17M
2
+$6.93M
3
+$4.24M
4
CLX icon
Clorox
CLX
+$271K
5
AFG icon
American Financial Group
AFG
+$261K

Top Sells

1
+$34.4M
2
+$13.2M
3
+$7.8M
4
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$7.04M
5
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$4.28M

Sector Composition

1 Technology 5.54%
2 Healthcare 4%
3 Consumer Staples 1.26%
4 Consumer Discretionary 1.24%
5 Financials 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$42.2K 0.01%
248
+37
177
$41.7K 0.01%
528
-66
178
$40K 0.01%
1,414
+297
179
$37.2K 0.01%
475
-1,913
180
$36K 0.01%
2,414
+686
181
$33.6K 0.01%
3,946
182
$32.9K 0.01%
627
-90
183
$31.9K 0.01%
789
+3
184
$31.3K 0.01%
406
185
$31.2K 0.01%
824
186
$30.1K 0.01%
1,285
+584
187
$30.1K 0.01%
+892
188
$28.9K 0.01%
1,250
189
$27.5K 0.01%
784
-20
190
$27.2K 0.01%
279
+41
191
$27.2K 0.01%
635
192
$26.8K 0.01%
191
-6
193
$25.8K 0.01%
1,096
+232
194
$25.5K 0.01%
705
195
$25.1K 0.01%
1,164
+72
196
$24.5K 0.01%
193
197
$24K 0.01%
1,067
-33
198
$23K 0.01%
541
199
$21.8K 0.01%
264
200
$21.2K 0.01%
419
-3
6 7
8
9 10