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
451
$7K ﹤0.01%
+45
452
$6K ﹤0.01%
+28
453
$6K ﹤0.01%
+250
454
$6K ﹤0.01%
+523
455
$6K ﹤0.01%
+895
456
$6K ﹤0.01%
+85
457
$6K ﹤0.01%
+396
458
$6K ﹤0.01%
+128
459
$6K ﹤0.01%
+900
460
$6K ﹤0.01%
+300
461
$6K ﹤0.01%
+133
462
$6K ﹤0.01%
+800
463
$6K ﹤0.01%
+1,277
464
$5K ﹤0.01%
+88
465
$5K ﹤0.01%
+290
466
$5K ﹤0.01%
+799
467
$5K ﹤0.01%
+22
468
$5K ﹤0.01%
+72
469
$5K ﹤0.01%
+265
470
$5K ﹤0.01%
+32
471
$5K ﹤0.01%
+99
472
$5K ﹤0.01%
+117
473
$4K ﹤0.01%
+66
474
$4K ﹤0.01%
+90
475
$4K ﹤0.01%
+14
17 18
19
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