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
451
$7K ﹤0.01%
+45
452
$6K ﹤0.01%
+1,277
453
$6K ﹤0.01%
+28
454
$6K ﹤0.01%
+250
455
$6K ﹤0.01%
+523
456
$6K ﹤0.01%
+895
457
$6K ﹤0.01%
+85
458
$6K ﹤0.01%
+396
459
$6K ﹤0.01%
+128
460
$6K ﹤0.01%
+900
461
$6K ﹤0.01%
+300
462
$6K ﹤0.01%
+133
463
$6K ﹤0.01%
+800
464
$5K ﹤0.01%
+88
465
$5K ﹤0.01%
+799
466
$5K ﹤0.01%
+290
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%
+60
474
$4K ﹤0.01%
+90
475
$4K ﹤0.01%
+131
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