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
401
$13K ﹤0.01%
+1,315
402
$12K ﹤0.01%
+484
403
$12K ﹤0.01%
+235
404
$11K ﹤0.01%
+121
405
$11K ﹤0.01%
+96
406
$11K ﹤0.01%
+179
407
$11K ﹤0.01%
+176
408
$11K ﹤0.01%
+833
409
$11K ﹤0.01%
+154
410
$11K ﹤0.01%
+69
411
$11K ﹤0.01%
+51
412
$11K ﹤0.01%
+464
413
$11K ﹤0.01%
+180
414
$11K ﹤0.01%
+66
415
$11K ﹤0.01%
+51
416
$11K ﹤0.01%
+232
417
$10K ﹤0.01%
+130
418
$10K ﹤0.01%
+84
419
$10K ﹤0.01%
+205
420
$10K ﹤0.01%
+472
421
$9K ﹤0.01%
+637
422
$9K ﹤0.01%
+196
423
$9K ﹤0.01%
+234
424
$9K ﹤0.01%
+201
425
$9K ﹤0.01%
+222
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