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
$307M
AUM Growth
-$2.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
938
New
Increased
Reduced
Closed

Top Buys

1
+$7.44M
2
+$6.68M
3
+$1.31M
4
GLP icon
Global Partners
GLP
+$780K
5
AAPL icon
Apple
AAPL
+$418K

Top Sells

1
+$29.6M
2
+$480K
3
+$135K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$108K
5
CAJ
Canon, Inc.
CAJ
+$87.4K

Sector Composition

1 Technology 1.57%
2 Industrials 1.19%
3 Energy 0.77%
4 Financials 0.56%
5 Consumer Discretionary 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$23.3K 0.01%
400
202
$23.2K 0.01%
+507
203
$22.8K 0.01%
216
+122
204
$22.4K 0.01%
+1,081
205
$21.8K 0.01%
+273
206
$21.4K 0.01%
1,010
207
$21.3K 0.01%
166
+3
208
$21.3K 0.01%
450
+1
209
$20.8K 0.01%
544
+110
210
$20.6K 0.01%
236
+88
211
$20.5K 0.01%
104
212
$20.4K 0.01%
730
+631
213
$20.4K 0.01%
429
+140
214
$20.2K 0.01%
+426
215
$20.1K 0.01%
206
216
$20.1K 0.01%
419
+339
217
$20.1K 0.01%
457
-154
218
$19.9K 0.01%
131
+91
219
$19.8K 0.01%
+653
220
$19.8K 0.01%
675
221
$19.3K 0.01%
119
+22
222
$19.3K 0.01%
+215
223
$19.3K 0.01%
410
224
$19.2K 0.01%
77
225
$18.8K 0.01%
560
-340
7 8
9
10 11