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
$458M
AUM Growth
+$23.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,998
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$7.06M
3
+$6.61M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.8M
5
QQQ icon
Invesco QQQ Trust
QQQ
+$3.09M

Top Sells

1
+$10.5M
2
+$1.34M
3
+$659K
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$561K
5
BULZ icon
MicroSectors FANG & Innovation 3x Leveraged ETN
BULZ
+$546K

Sector Composition

1 Technology 4.77%
2 Healthcare 2.68%
3 Industrials 1.44%
4 Consumer Staples 1.12%
5 Consumer Discretionary 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$85.5K 0.02%
8,167
-7,922
202
$84.8K 0.02%
1,743
+733
203
$84.8K 0.02%
227
204
$84.7K 0.02%
+3,999
205
$84.2K 0.02%
4,006
+3,218
206
$84K 0.02%
1,093
-338
207
$83.9K 0.02%
1,242
-182
208
$83.5K 0.02%
+1,387
209
$80.6K 0.02%
658
+370
210
$80.4K 0.02%
876
-191
211
$80.4K 0.02%
4,402
212
$80K 0.02%
19,851
+17,851
213
$79.7K 0.02%
1,503
-22
214
$78.7K 0.02%
432
-468
215
$78.3K 0.02%
1,726
+861
216
$77.8K 0.02%
957
+391
217
$77.2K 0.02%
12,723
-1,426
218
$75.4K 0.02%
1,681
219
$75.3K 0.02%
1,784
+33
220
$74.4K 0.02%
+4,134
221
$72.9K 0.02%
+1,063
222
$72.8K 0.02%
2,629
+2,243
223
$71.6K 0.02%
+692
224
$71.3K 0.02%
830
+312
225
$70.5K 0.02%
725
-503
7 8
9
10 11