TAM

Tucker Asset Management Portfolio holdings

AUM $939M
1-Year Est. Return 15.87%
This Quarter Est. Return
1 Year Est. Return
+15.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$190M
AUM Growth
+$24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
414
New
Increased
Reduced
Closed

Top Buys

1
+$17.2M
2
+$5.25M
3
+$4.09M
4
NUE icon
Nucor
NUE
+$307K
5
STLD icon
Steel Dynamics
STLD
+$305K

Top Sells

1
+$9.37M
2
+$981K
3
+$578K
4
APPS icon
Digital Turbine
APPS
+$527K
5
TSLA icon
Tesla
TSLA
+$516K

Sector Composition

1 Industrials 1.4%
2 Technology 0.79%
3 Consumer Discretionary 0.55%
4 Financials 0.49%
5 Materials 0.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$82M 43.24%
578,839
-66,173
2
$46.5M 24.53%
880,399
+99,365
3
$42.4M 22.36%
106,975
+43,439
4
$4.09M 2.16%
+12,815
5
$742K 0.39%
9,598
+120
6
$537K 0.28%
5,905
-760
7
$478K 0.25%
3,914
-8,030
8
$422K 0.22%
2,852
9
$389K 0.21%
9,221
10
$316K 0.17%
4,610
11
$311K 0.16%
1,219
-1,150
12
$310K 0.16%
3,863
+3,827
13
$307K 0.16%
6,041
+6,012
14
$294K 0.15%
2,580
+1,651
15
$293K 0.15%
6,078
+4,762
16
$290K 0.15%
2,227
+1,581
17
$284K 0.15%
5,892
+5,592
18
$270K 0.14%
+4,425
19
$265K 0.14%
+9,620
20
$264K 0.14%
4,836
-1,293
21
$263K 0.14%
+2,983
22
$250K 0.13%
+507
23
$247K 0.13%
+13,436
24
$241K 0.13%
6,648
-994
25
$234K 0.12%
5,010
-1,726
1
2 3 4 5