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
$166M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
368
New
Increased
Reduced
Closed

Top Buys

1
+$82.3M
2
+$42.7M
3
+$23.8M
4
AAPL icon
Apple
AAPL
+$1.58M
5
RTX icon
RTX Corp
RTX
+$678K

Top Sells

No sells this quarter

Sector Composition

1 Technology 2.26%
2 Industrials 1.63%
3 Communication Services 0.77%
4 Consumer Discretionary 0.75%
5 Healthcare 0.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$7.15K ﹤0.01%
+330
202
$7.15K ﹤0.01%
+53
203
$7.05K ﹤0.01%
+145
204
$7.01K ﹤0.01%
+113
205
$7K ﹤0.01%
+151
206
$6.69K ﹤0.01%
+464
207
$6.64K ﹤0.01%
+320
208
$6.29K ﹤0.01%
+52
209
$6.27K ﹤0.01%
+32
210
$6.18K ﹤0.01%
+134
211
$6.1K ﹤0.01%
+361
212
$5.9K ﹤0.01%
+145
213
$5.62K ﹤0.01%
+534
214
$5.53K ﹤0.01%
+274
215
$5.42K ﹤0.01%
+168
216
$5.21K ﹤0.01%
+71
217
$5.12K ﹤0.01%
+70
218
$5.05K ﹤0.01%
+357
219
$4.73K ﹤0.01%
+115
220
$4.71K ﹤0.01%
+69
221
$4.6K ﹤0.01%
+20
222
$4.59K ﹤0.01%
+68
223
$4.58K ﹤0.01%
+120
224
$4.54K ﹤0.01%
+50
225
$4.41K ﹤0.01%
+193
7 8
9
10 11