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
326
$29K 0.01%
+376
327
$29K 0.01%
+1,000
328
$28K 0.01%
+1,893
329
$28K 0.01%
+119
330
$28K 0.01%
+307
331
$28K 0.01%
+449
332
$28K 0.01%
+422
333
$28K 0.01%
+274
334
$28K 0.01%
+652
335
$28K 0.01%
+417
336
$27K 0.01%
+157
337
$27K 0.01%
+1,277
338
$26K 0.01%
+564
339
$26K 0.01%
+359
340
$26K 0.01%
+625
341
$25K 0.01%
+670
342
$25K 0.01%
+500
343
$25K 0.01%
+810
344
$24K 0.01%
+83
345
$24K 0.01%
+341
346
$24K 0.01%
+307
347
$24K 0.01%
+265
348
$23K 0.01%
+648
349
$23K 0.01%
+386
350
$23K 0.01%
+294
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