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
426
$9K ﹤0.01%
+75
427
$9K ﹤0.01%
+31
428
$9K ﹤0.01%
+105
429
$9K ﹤0.01%
+568
430
$9K ﹤0.01%
+510
431
$9K ﹤0.01%
+247
432
$8K ﹤0.01%
+80
433
$8K ﹤0.01%
+67
434
$8K ﹤0.01%
+84
435
$8K ﹤0.01%
+37
436
$8K ﹤0.01%
+64
437
$8K ﹤0.01%
+12
438
$8K ﹤0.01%
+94
439
$8K ﹤0.01%
+92
440
$8K ﹤0.01%
+556
441
$7K ﹤0.01%
+53
442
$7K ﹤0.01%
+202
443
$7K ﹤0.01%
+330
444
$7K ﹤0.01%
+62
445
$7K ﹤0.01%
+469
446
$7K ﹤0.01%
+469
447
$7K ﹤0.01%
+50
448
$7K ﹤0.01%
+104
449
$7K ﹤0.01%
+18
450
$7K ﹤0.01%
+45