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
301
$36K 0.01%
+173
302
$36K 0.01%
+378
303
$36K 0.01%
+1,466
304
$35K 0.01%
+1,188
305
$34K 0.01%
+662
306
$34K 0.01%
+301
307
$33K 0.01%
+112
308
$33K 0.01%
+612
309
$33K 0.01%
+184
310
$32K 0.01%
+682
311
$32K 0.01%
+850
312
$32K 0.01%
+290
313
$32K 0.01%
+266
314
$32K 0.01%
+153
315
$31K 0.01%
+101
316
$31K 0.01%
+344
317
$31K 0.01%
+88
318
$31K 0.01%
+740
319
$31K 0.01%
+1,200
320
$30K 0.01%
+855
321
$30K 0.01%
+288
322
$30K 0.01%
+444
323
$29K 0.01%
+310
324
$29K 0.01%
+270
325
$29K 0.01%
+804
11 12
13
14 15