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
$277M
AUM Growth
+$56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
414
New
Increased
Reduced
Closed

Top Buys

1
+$15.6M
2
+$15.2M
3
+$11.1M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$3.31M
5
LTHM
Livent Corporation
LTHM
+$308K

Top Sells

1
+$295K
2
+$275K
3
+$199K
4
NUE icon
Nucor
NUE
+$116K
5
STLD icon
Steel Dynamics
STLD
+$94.6K

Sector Composition

1 Technology 1%
2 Industrials 0.88%
3 Consumer Discretionary 0.49%
4 Financials 0.43%
5 Materials 0.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$7.94K ﹤0.01%
523
202
$7.74K ﹤0.01%
361
203
$7.63K ﹤0.01%
320
204
$7.54K ﹤0.01%
+124
205
$7.36K ﹤0.01%
168
206
$7.31K ﹤0.01%
145
207
$7.19K ﹤0.01%
534
208
$6.91K ﹤0.01%
91
209
$6.89K ﹤0.01%
+100
210
$6.86K ﹤0.01%
53
211
$6.6K ﹤0.01%
151
212
$6.57K ﹤0.01%
+5
213
$6.52K ﹤0.01%
+284
214
$6.5K ﹤0.01%
+96
215
$6.43K ﹤0.01%
71
216
$6.35K ﹤0.01%
70
217
$6.34K ﹤0.01%
332
218
$6.25K ﹤0.01%
52
219
$6.24K ﹤0.01%
143
+2
220
$6.16K ﹤0.01%
69
221
$6.03K ﹤0.01%
116
+53
222
$5.98K ﹤0.01%
+12
223
$5.8K ﹤0.01%
31
+14
224
$5.71K ﹤0.01%
83
225
$5.67K ﹤0.01%
357
7 8
9
10 11