TC

TAP Consulting Portfolio holdings

AUM $489M
1-Year Est. Return 8.86%
This Quarter Est. Return
1 Year Est. Return
+8.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$438M
AUM Growth
+$65.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
587
New
Increased
Reduced
Closed

Top Buys

1
+$6.95M
2
+$6.94M
3
+$4.4M
4
KKR icon
KKR & Co
KKR
+$4M
5
SCHJ icon
Schwab 1-5 Year Corporate Bond ETF
SCHJ
+$2.62M

Top Sells

1
+$11.1M
2
+$4.72M
3
+$3.98M
4
TOKE icon
Cambria Cannabis ETF
TOKE
+$1.55M
5
DKNG icon
DraftKings
DKNG
+$1.38M

Sector Composition

1 Technology 7.53%
2 Industrials 6.48%
3 Financials 5.75%
4 Consumer Discretionary 3.37%
5 Healthcare 2.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$44K 0.01%
+812
277
$43K 0.01%
+200
278
$43K 0.01%
+2,194
279
$42K 0.01%
+252
280
$42K 0.01%
+262
281
$42K 0.01%
+638
282
$41K 0.01%
+1,238
283
$41K 0.01%
+645
284
$41K 0.01%
+394
285
$41K 0.01%
+110
286
$40K 0.01%
+324
287
$40K 0.01%
+469
288
$40K 0.01%
+673
289
$40K 0.01%
+30
290
$40K 0.01%
+1,410
291
$39K 0.01%
+381
292
$38K 0.01%
+1,126
293
$38K 0.01%
+2,071
294
$38K 0.01%
+1,428
295
$37K 0.01%
+543
296
$37K 0.01%
+123
297
$37K 0.01%
+1,011
298
$37K 0.01%
+1,383
299
$37K 0.01%
+1,867
300
$37K 0.01%
+440
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