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
$434M
AUM Growth
+$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,958
New
Increased
Reduced
Closed

Top Buys

1
+$6.32M
2
+$4.37M
3
+$3.59M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$2.11M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$1.55M

Top Sells

1
+$6.91M
2
+$6.78M
3
+$1.91M
4
AMPH icon
Amphastar Pharmaceuticals
AMPH
+$1.73M
5
SMCI icon
Super Micro Computer
SMCI
+$1.58M

Sector Composition

1 Technology 4.08%
2 Industrials 1.55%
3 Healthcare 1.37%
4 Consumer Staples 1.26%
5 Consumer Discretionary 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$91.3K 0.02%
9,822
+505
202
$91.3K 0.02%
794
203
$91.2K 0.02%
1,855
+1,015
204
$90.9K 0.02%
+1,077
205
$90.1K 0.02%
5,700
+50
206
$87.7K 0.02%
1,608
+1,308
207
$86.8K 0.02%
785
+700
208
$86.1K 0.02%
1,784
+685
209
$85K 0.02%
+893
210
$84.4K 0.02%
+5,838
211
$83K 0.02%
1,525
+877
212
$82.4K 0.02%
+5,019
213
$82.3K 0.02%
4,402
-252
214
$81.3K 0.02%
+1,046
215
$80.7K 0.02%
+432
216
$79.7K 0.02%
300
217
$78.9K 0.02%
+3,027
218
$78.3K 0.02%
+2,975
219
$77.9K 0.02%
2,902
+2,787
220
$76.4K 0.02%
+5,400
221
$75.9K 0.02%
+1,114
222
$74.8K 0.02%
14,149
+8,699
223
$74.5K 0.02%
1,751
-17
224
$74K 0.02%
+1,840
225
$72.6K 0.02%
241
+59
7 8
9
10 11