TAM

Tucker Asset Management Portfolio holdings

AUM $343M
1-Year Est. Return 17.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$313M
AUM Growth
+$4.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1
+$8.44M
2
+$8.01M
3
+$5.1M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$3.89M
5
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$3.55M

Top Sells

1
+$39.1M
2
+$4.32M
3
+$3.96M
4
CLX icon
Clorox
CLX
+$449K
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$444K

Sector Composition

1 Technology 7.58%
2 Healthcare 3.77%
3 Consumer Discretionary 1.53%
4 Financials 1.19%
5 Consumer Staples 0.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$37.8K 0.01%
380
+101
177
$36.9K 0.01%
2,418
+4
178
$36.4K 0.01%
924
+612
179
$35.3K 0.01%
312
-121
180
$33.9K 0.01%
+255
181
$32.2K 0.01%
406
182
$32.1K 0.01%
627
183
$32K 0.01%
1,606
+877
184
$30.6K 0.01%
1,285
185
$29.9K 0.01%
635
186
$29.1K 0.01%
149
-121
187
$29.1K 0.01%
1,250
188
$29K 0.01%
193
189
$26.8K 0.01%
+967
190
$26.7K 0.01%
+1,681
191
$25.7K 0.01%
271
-1,461
192
$25.5K 0.01%
746
-38
193
$25.4K 0.01%
398
-535
194
$25.4K 0.01%
423
+334
195
$24.2K 0.01%
333
196
$21.3K 0.01%
+488
197
$21.2K 0.01%
419
198
$20.9K 0.01%
744
199
$20.2K 0.01%
463
+1
200
$19.7K 0.01%
247
6 7
8
9 10