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
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%
+104
442
$7K ﹤0.01%
+53
443
$7K ﹤0.01%
+202
444
$7K ﹤0.01%
+330
445
$7K ﹤0.01%
+62
446
$7K ﹤0.01%
+469
447
$7K ﹤0.01%
+469
448
$7K ﹤0.01%
+50
449
$7K ﹤0.01%
+54
450
$7K ﹤0.01%
+45
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