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
$400M
AUM Growth
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,709
New
Increased
Reduced
Closed

Top Buys

1
+$16.8M
2
+$1.86M
3
+$664K
4
PG icon
Procter & Gamble
PG
+$534K
5
EVT icon
Eaton Vance Tax-Advantaged Dividend Income Fund
EVT
+$463K

Top Sells

1
+$19.8M
2
+$5.43M
3
+$1.99M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$1.4M
5
TQQQ icon
ProShares UltraPro QQQ
TQQQ
+$1.08M

Sector Composition

1 Technology 3.09%
2 Consumer Staples 1.65%
3 Industrials 1.62%
4 Healthcare 1.59%
5 Consumer Discretionary 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$53.1K 0.01%
1,099
-118
202
$53K 0.01%
333
-2
203
$52.3K 0.01%
370
204
$51.4K 0.01%
1,000
205
$49.2K 0.01%
3,415
206
$48.8K 0.01%
952
207
$48.4K 0.01%
278
208
$48.3K 0.01%
2,616
209
$47.9K 0.01%
182
-34
210
$47.7K 0.01%
945
211
$46.7K 0.01%
875
-125
212
$45.2K 0.01%
447
213
$45.1K 0.01%
+3,107
214
$45.1K 0.01%
564
-388
215
$44.7K 0.01%
+1,654
216
$44.7K 0.01%
476
217
$44.2K 0.01%
84
-7
218
$44.1K 0.01%
+7,200
219
$43.8K 0.01%
57,931
-949
220
$43.2K 0.01%
192
221
$42.7K 0.01%
104
222
$42.6K 0.01%
177
223
$41.9K 0.01%
950
224
$41.9K 0.01%
192
-13
225
$41.5K 0.01%
840
+783
7 8
9
10 11