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
$179M
AUM Growth
+$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$533K
3
+$482K
4
CFO icon
VictoryShares US 500 Enhanced Volatility Wtd ETF
CFO
+$452K
5
CIZ
VictoryShares Developed Enhanced Volatility Wtd ETF
CIZ
+$361K

Top Sells

1
+$2.27M
2
+$831K
3
+$386K
4
VPU icon
Vanguard Utilities ETF
VPU
+$314K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$197K

Sector Composition

1 Industrials 5.21%
2 Technology 4.87%
3 Financials 4.45%
4 Healthcare 3.36%
5 Materials 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.56M 1.43%
7,229
+706
27
$2.37M 1.32%
56,445
-4,430
28
$2.34M 1.3%
43,560
+435
29
$2.31M 1.29%
13,949
+31
30
$2.26M 1.26%
19,414
+2,526
31
$2.21M 1.23%
46,366
+5,045
32
$2.21M 1.23%
16,109
-841
33
$2.15M 1.2%
48,267
-4,423
34
$2.1M 1.17%
10,856
+1,462
35
$2.07M 1.15%
79,595
-611
36
$2.03M 1.13%
16,173
+136
37
$1.99M 1.11%
33,974
+374
38
$1.8M 1%
18,116
-1,426
39
$1.75M 0.97%
6,400
40
$1.69M 0.94%
77,370
-2,274
41
$1.61M 0.9%
34,661
+607
42
$1.54M 0.86%
86,691
-2,789
43
$1.35M 0.75%
27,020
-2,430
44
$1.34M 0.75%
10,754
+30
45
$1.34M 0.74%
+9,059
46
$1.32M 0.74%
23,514
+120
47
$1.22M 0.68%
8,359
+163
48
$1.12M 0.62%
12,951
-825
49
$1.09M 0.61%
8,517
+112
50
$1.08M 0.6%
24,546
-30
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