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
$344M
AUM Growth
+$9.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,401
New
Increased
Reduced
Closed

Top Buys

1
+$7.33M
2
+$7M
3
+$6.97M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.23M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$2.17M

Top Sells

1
+$10.2M
2
+$5.97M
3
+$4.94M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$4.58M
5
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$4.57M

Sector Composition

1 Technology 2.92%
2 Industrials 1.95%
3 Healthcare 1.95%
4 Consumer Staples 1.39%
5 Consumer Discretionary 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$50K 0.01%
1,896
+350
202
$49.8K 0.01%
663
+118
203
$49.7K 0.01%
+1,050
204
$48.9K 0.01%
442
+247
205
$48.2K 0.01%
+1,977
206
$48K 0.01%
1,845
-222
207
$47.7K 0.01%
226
208
$47.7K 0.01%
2,562
+1,642
209
$47K 0.01%
945
-25
210
$46.9K 0.01%
300
211
$46.3K 0.01%
+1,026
212
$46K 0.01%
1,000
213
$44.4K 0.01%
+1,420
214
$44K 0.01%
1,344
+644
215
$43.6K 0.01%
217
216
$43.6K 0.01%
1,549
+262
217
$43.6K 0.01%
2,941
-8,004
218
$43.4K 0.01%
679
-806
219
$43.2K 0.01%
812
+664
220
$42.8K 0.01%
11,599
+2,278
221
$42.6K 0.01%
830
-37
222
$42.1K 0.01%
2,479
+1,979
223
$41.9K 0.01%
447
-5
224
$41.8K 0.01%
904
225
$41.6K 0.01%
370
-20
7 8
9
10 11