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
$221M
AUM Growth
+$31.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$7.97M
2
+$7.06M
3
+$4.91M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3M
5
NVDA icon
NVIDIA
NVDA
+$600K

Top Sells

1
+$270K
2
+$250K
3
+$247K
4
MU icon
Micron Technology
MU
+$244K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$244K

Sector Composition

1 Industrials 1.07%
2 Technology 0.85%
3 Consumer Discretionary 0.54%
4 Financials 0.44%
5 Materials 0.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$5.76K ﹤0.01%
70
202
$5.76K ﹤0.01%
69
203
$5.5K ﹤0.01%
357
204
$5.4K ﹤0.01%
+11
205
$5.37K ﹤0.01%
73
-164
206
$5.34K ﹤0.01%
83
207
$5.29K ﹤0.01%
56
208
$5.25K ﹤0.01%
193
209
$5.22K ﹤0.01%
+31
210
$5.06K ﹤0.01%
50
211
$4.99K ﹤0.01%
+97
212
$4.99K ﹤0.01%
89
213
$4.9K ﹤0.01%
20
-1
214
$4.85K ﹤0.01%
155
215
$4.84K ﹤0.01%
130
216
$4.74K ﹤0.01%
105
217
$4.73K ﹤0.01%
42
218
$4.69K ﹤0.01%
+218
219
$4.67K ﹤0.01%
+10
220
$4.63K ﹤0.01%
41
221
$4.61K ﹤0.01%
+112
222
$4.6K ﹤0.01%
86
223
$4.46K ﹤0.01%
20
224
$4.2K ﹤0.01%
69
225
$4.08K ﹤0.01%
+155
7 8
9
10 11