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
351
$23K 0.01%
+421
352
$22K 0.01%
+238
353
$22K 0.01%
+720
354
$21K ﹤0.01%
+202
355
$20K ﹤0.01%
+80
356
$20K ﹤0.01%
+819
357
$20K ﹤0.01%
+225
358
$20K ﹤0.01%
+2,000
359
$20K ﹤0.01%
+92
360
$20K ﹤0.01%
+1,496
361
$20K ﹤0.01%
+284
362
$20K ﹤0.01%
+2,182
363
$19K ﹤0.01%
+253
364
$19K ﹤0.01%
+642
365
$19K ﹤0.01%
+1,071
366
$18K ﹤0.01%
+1,772
367
$18K ﹤0.01%
+190
368
$18K ﹤0.01%
+204
369
$17K ﹤0.01%
+253
370
$17K ﹤0.01%
+237
371
$17K ﹤0.01%
+154
372
$16K ﹤0.01%
+100
373
$16K ﹤0.01%
+240
374
$16K ﹤0.01%
+386
375
$16K ﹤0.01%
+471
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