TC

TAP Consulting Portfolio holdings

AUM $489M
1-Year Est. Return 8.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+8.88%
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
+$6.66M
2
+$6.65M
3
+$5.05M
4
KKR icon
KKR & Co
KKR
+$3.96M
5
SCHJ icon
Schwab 1-5 Year Corporate Bond ETF
SCHJ
+$2.62M

Top Sells

1
+$10.6M
2
+$4.7M
3
+$3.78M
4
DKNG icon
DraftKings
DKNG
+$1.97M
5
TOKE icon
Cambria Cannabis ETF
TOKE
+$1.66M

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%
+97
402
$12K ﹤0.01%
+484
403
$12K ﹤0.01%
+235
404
$11K ﹤0.01%
+51
405
$11K ﹤0.01%
+121
406
$11K ﹤0.01%
+833
407
$11K ﹤0.01%
+154
408
$11K ﹤0.01%
+69
409
$11K ﹤0.01%
+51
410
$11K ﹤0.01%
+464
411
$11K ﹤0.01%
+180
412
$11K ﹤0.01%
+66
413
$11K ﹤0.01%
+232
414
$11K ﹤0.01%
+96
415
$11K ﹤0.01%
+179
416
$11K ﹤0.01%
+176
417
$10K ﹤0.01%
+205
418
$10K ﹤0.01%
+472
419
$10K ﹤0.01%
+130
420
$10K ﹤0.01%
+84
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
15 16
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