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
$939M
AUM Growth
+$506M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,759
New
Increased
Reduced
Closed

Top Buys

1
+$15M
2
+$7.42M
3
+$2M
4
NVDA icon
NVIDIA
NVDA
+$730K
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$469K

Top Sells

1
+$11M
2
+$2.37M
3
+$2.15M
4
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$1.1M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$1.04M

Sector Composition

1 Technology 2.48%
2 Healthcare 1.35%
3 Consumer Discretionary 0.63%
4 Financials 0.51%
5 Industrials 0.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$75K 0.01%
830
202
$73.9K 0.01%
710
+102
203
$73.9K 0.01%
1,205
+177
204
$73.9K 0.01%
389
+385
205
$72.7K 0.01%
602
-73
206
$72.1K 0.01%
1,396
+423
207
$71.4K 0.01%
3,241
+612
208
$70.2K 0.01%
2,508
+880
209
$68.9K 0.01%
206
-12
210
$68.8K 0.01%
569
+13
211
$68.5K 0.01%
1,305
+246
212
$68.4K 0.01%
1,977
+6
213
$68.3K 0.01%
410
+204
214
$68.2K 0.01%
704
-222
215
$67.4K 0.01%
+3,902
216
$66.9K 0.01%
278
+70
217
$66.4K 0.01%
1,852
-735
218
$65.2K 0.01%
507
-16
219
$64.9K 0.01%
717
220
$64.8K 0.01%
1,000
221
$64.6K 0.01%
6,525
-270
222
$64.4K 0.01%
261
+4
223
$61.8K 0.01%
1,545
+132
224
$61.4K 0.01%
670
+286
225
$60.3K 0.01%
606
+48
7 8
9
10 11