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TAP Consulting Portfolio holdings
AUM
$489M
1-Year Est. Return
8.88%
This Fund
S&P 500
This Quarter
Est. Return
-1.52%
1 Year Est. Return
+8.88%
3 Year Est. Return
+3.08%
5 Year Est. Return
+48.03%
10 Year Est. Return
–
AUM
$489M
AUM Growth
-$19M
(-3.7%)
Cap. Flow
-$8.86M
Cap. Flow
% of AUM
-1.81%
Top 10 Holdings %
Top 10 Hldgs %
37.12%
Holding
162
New
8
Increased
68
Reduced
72
Closed
9
Top Buys
| 1 |
Avantis US Large Cap Value ETF
AVLV
|
+$2.05M |
| 2 |
Invesco QQQ Trust
QQQ
|
+$1.62M |
| 3 |
Avantis US Small Cap Value ETF
AVUV
|
+$1.59M |
| 4 |
American Century Short Duration Strategic Income ETF
SDSI
|
+$1.56M |
| 5 |
Franklin US Mid Cap Multifactor Index ETF
FLQM
|
+$1.2M |
Top Sells
| 1 |
iShares Short Maturity Bond ETF
NEAR
|
+$4.88M |
| 2 |
ProShares Short QQQ
PSQ
|
+$3.31M |
| 3 |
iShares Global Clean Energy ETF
ICLN
|
+$1.67M |
| 4 |
Vanguard FTSE Europe ETF
VGK
|
+$1.55M |
| 5 |
FPI
Farmland Partners
FPI
|
+$1.33M |
Sector Composition
| 1 | Technology | 2.65% |
| 2 | Industrials | 1.73% |
| 3 | Financials | 1.47% |
| 4 | Materials | 1.09% |
| 5 | Healthcare | 0.96% |
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