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
$132M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Industrials 5.26%
2 Healthcare 5.24%
3 Technology 4.93%
4 Financials 4.69%
5 Consumer Staples 2.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.75M 1.32%
+33,270
27
$1.7M 1.29%
+31,907
28
$1.7M 1.28%
+33,833
29
$1.69M 1.28%
+11,766
30
$1.69M 1.28%
+34,529
31
$1.63M 1.23%
+11,381
32
$1.62M 1.22%
+30,974
33
$1.39M 1.05%
+18,822
34
$1.38M 1.04%
+30,721
35
$1.35M 1.02%
+6,400
36
$1.32M 1%
+17,022
37
$1.31M 0.99%
+9,726
38
$1.23M 0.93%
+11,828
39
$1.22M 0.92%
+8,701
40
$1.13M 0.85%
+34,014
41
$1.1M 0.84%
+9,847
42
$1.1M 0.83%
+30,191
43
$1.09M 0.83%
+69,699
44
$1.08M 0.81%
+12,043
45
$968K 0.73%
+16,182
46
$943K 0.71%
+20,520
47
$932K 0.7%
+37,650
48
$927K 0.7%
+19,732
49
$850K 0.64%
+28,805
50
$808K 0.61%
+19,092