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
$320M
AUM Growth
+$9.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
634
New
Increased
Reduced
Closed

Top Buys

1
+$12.8M
2
+$6.07M
3
+$4.63M
4
NVDA icon
NVIDIA
NVDA
+$541K
5
OBSV
ObsEva SA Ordinary Shares
OBSV
+$450K

Top Sells

1
+$422K
2
+$366K
3
+$255K
4
OZK icon
Bank OZK
OZK
+$252K
5
INTU icon
Intuit
INTU
+$206K

Sector Composition

1 Technology 1.08%
2 Industrials 0.83%
3 Consumer Discretionary 0.46%
4 Healthcare 0.38%
5 Financials 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$12.6K ﹤0.01%
158
+58
202
$12.5K ﹤0.01%
147
+56
203
$12.3K ﹤0.01%
500
204
$12.3K ﹤0.01%
+150
205
$12.1K ﹤0.01%
660
206
$12.1K ﹤0.01%
156
+83
207
$12K ﹤0.01%
+109
208
$11.9K ﹤0.01%
137
209
$11.9K ﹤0.01%
+49
210
$11.9K ﹤0.01%
750
211
$11.8K ﹤0.01%
94
+7
212
$11.8K ﹤0.01%
106
+36
213
$11.3K ﹤0.01%
110
+109
214
$11.2K ﹤0.01%
243
+204
215
$10.9K ﹤0.01%
158
216
$10.9K ﹤0.01%
281
+124
217
$10.8K ﹤0.01%
52
218
$10.8K ﹤0.01%
+22
219
$10.6K ﹤0.01%
+452
220
$10.5K ﹤0.01%
379
+361
221
$10.3K ﹤0.01%
+1,700
222
$10.3K ﹤0.01%
+82
223
$10.2K ﹤0.01%
+800
224
$10.2K ﹤0.01%
106
225
$10.2K ﹤0.01%
+111
7 8
9
10 11