TAM

Tucker Asset Management Portfolio holdings

AUM $343M
1-Year Est. Return 17.54%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$313M
AUM Growth
+$4.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1
+$8.44M
2
+$8.01M
3
+$5.1M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$3.89M
5
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$3.55M

Top Sells

1
+$39.1M
2
+$4.32M
3
+$3.96M
4
CLX icon
Clorox
CLX
+$449K
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$444K

Sector Composition

1 Technology 7.58%
2 Healthcare 3.77%
3 Consumer Discretionary 1.53%
4 Financials 1.19%
5 Consumer Staples 0.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$19.7K 0.01%
146
-1,315
202
$16.3K 0.01%
172
203
$15.1K ﹤0.01%
+462
204
$14.7K ﹤0.01%
245
205
$13.9K ﹤0.01%
98
+92
206
$13.5K ﹤0.01%
102
207
$13.4K ﹤0.01%
438
+38
208
$13.4K ﹤0.01%
+550
209
$13.3K ﹤0.01%
70
+36
210
$12.9K ﹤0.01%
+552
211
$12.8K ﹤0.01%
45
-29
212
$12.8K ﹤0.01%
116
+23
213
$12.4K ﹤0.01%
+308
214
$12.3K ﹤0.01%
196
215
$11.4K ﹤0.01%
124
216
$11.2K ﹤0.01%
181
217
$11.2K ﹤0.01%
+123
218
$11K ﹤0.01%
142
219
$10.8K ﹤0.01%
+39
220
$10.6K ﹤0.01%
398
+380
221
$10.6K ﹤0.01%
237
222
$10.5K ﹤0.01%
+54
223
$10.4K ﹤0.01%
113
224
$10.4K ﹤0.01%
+421
225
$10.4K ﹤0.01%
48
7 8
9
10 11