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
$310M
AUM Growth
+$32.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
461
New
Increased
Reduced
Closed

Top Buys

1
+$8.46M
2
+$6.69M
3
+$5.56M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$4.02M
5
B
Barrick Mining
B
+$139K

Top Sells

1
+$251K
2
+$127K
3
+$83.5K
4
BTO
John Hancock Financial Opportunities Fund
BTO
+$73.8K
5
MCHP icon
Microchip Technology
MCHP
+$58.6K

Sector Composition

1 Technology 1.04%
2 Industrials 0.83%
3 Financials 0.42%
4 Materials 0.4%
5 Consumer Discretionary 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$8.99K ﹤0.01%
+125
202
$8.93K ﹤0.01%
99
203
$8.88K ﹤0.01%
60
204
$8.84K ﹤0.01%
173
205
$8.7K ﹤0.01%
+38
206
$8.67K ﹤0.01%
509
207
$8.65K ﹤0.01%
368
208
$8.58K ﹤0.01%
+35
209
$8.57K ﹤0.01%
+38
210
$8.57K ﹤0.01%
+50
211
$8.57K ﹤0.01%
+51
212
$8.48K ﹤0.01%
+18
213
$8.47K ﹤0.01%
+27
214
$8.45K ﹤0.01%
1,012
215
$8.43K ﹤0.01%
+206
216
$8.43K ﹤0.01%
+193
217
$8.42K ﹤0.01%
+93
218
$8.38K ﹤0.01%
+140
219
$8.38K ﹤0.01%
+42
220
$8.38K ﹤0.01%
+120
221
$8.36K ﹤0.01%
302
222
$8.35K ﹤0.01%
+192
223
$8.32K ﹤0.01%
+52
224
$8.29K ﹤0.01%
+175
225
$8.27K ﹤0.01%
+40
7 8
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