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
$203M
AUM Growth
+$54.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$6.11M
2
+$5.89M
3
+$5.74M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.44M
5
APO icon
Apollo Global Management
APO
+$3.65M

Top Sells

1
+$4.5M
2
+$4.2M
3
+$3.75M
4
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$1.62M
5
BOTZ icon
Global X Robotics & Artificial Intelligence ETF
BOTZ
+$1.51M

Sector Composition

1 Financials 7.9%
2 Technology 4.99%
3 Healthcare 4.92%
4 Industrials 4.25%
5 Consumer Discretionary 3.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.27M 1.61%
16,989
+1,275
27
$3.06M 1.51%
75,007
+6,741
28
$3.04M 1.5%
64,619
+12,028
29
$2.92M 1.44%
14,471
-1,590
30
$2.87M 1.41%
47,451
+381
31
$2.6M 1.28%
+29,445
32
$2.58M 1.27%
55,075
-205
33
$2.56M 1.26%
46,861
+305
34
$2.49M 1.23%
29,214
+7,780
35
$2.37M 1.17%
61,185
-12,614
36
$2.29M 1.13%
13,996
-6,134
37
$2.27M 1.12%
11,383
-1,532
38
$2.1M 1.04%
31,260
-1,715
39
$2.02M 1%
13,095
+6,793
40
$1.99M 0.98%
20,021
-2,208
41
$1.62M 0.8%
33,430
-544
42
$1.58M 0.78%
10,860
-2,881
43
$1.52M 0.75%
35,447
+493
44
$1.47M 0.72%
13,752
-1,660
45
$1.44M 0.71%
29,514
+5,184
46
$1.4M 0.69%
35,418
-11,021
47
$1.31M 0.65%
6,450
-49
48
$1.26M 0.62%
15,197
+2,934
49
$1.22M 0.6%
13,959
-3,352
50
$1.13M 0.56%
9,463
-1,548
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