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
376
$16K ﹤0.01%
+378
377
$16K ﹤0.01%
+473
378
$16K ﹤0.01%
+140
379
$16K ﹤0.01%
+755
380
$16K ﹤0.01%
+127
381
$15K ﹤0.01%
+94
382
$15K ﹤0.01%
+214
383
$15K ﹤0.01%
+152
384
$15K ﹤0.01%
+927
385
$14K ﹤0.01%
+85
386
$14K ﹤0.01%
+464
387
$14K ﹤0.01%
+654
388
$14K ﹤0.01%
+200
389
$14K ﹤0.01%
+562
390
$14K ﹤0.01%
+394
391
$13K ﹤0.01%
+20
392
$13K ﹤0.01%
+585
393
$13K ﹤0.01%
+101
394
$13K ﹤0.01%
+151
395
$13K ﹤0.01%
+27
396
$13K ﹤0.01%
+99
397
$13K ﹤0.01%
+298
398
$13K ﹤0.01%
+101
399
$13K ﹤0.01%
+183
400
$13K ﹤0.01%
+97
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