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
$278M
AUM Growth
+$23.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$5.66M
2
+$3.82M
3
+$3.37M
4
ENPH icon
Enphase Energy
ENPH
+$2.47M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$2.12M

Top Sells

1
+$6.63M
2
+$3.99M
3
+$2.24M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$2.03M
5
MJ icon
Amplify Alternative Harvest ETF
MJ
+$2.01M

Sector Composition

1 Financials 8.36%
2 Technology 5.63%
3 Industrials 4.63%
4 Healthcare 2.98%
5 Consumer Discretionary 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.56M 1.28%
14,036
-215
27
$3.37M 1.21%
+93,949
28
$3.15M 1.14%
31,247
+3,775
29
$3.08M 1.11%
15,323
-303
30
$3.08M 1.11%
36,231
-3,999
31
$3.03M 1.09%
37,983
-6,081
32
$2.86M 1.03%
10,677
-414
33
$2.77M 1%
43,031
-633
34
$2.66M 0.96%
49,457
+1,577
35
$2.58M 0.93%
11,522
-29,620
36
$2.57M 0.93%
15,511
-59
37
$2.49M 0.9%
52,741
-3,014
38
$2.47M 0.89%
+14,095
39
$2.46M 0.89%
38,658
-2,484
40
$2.38M 0.86%
38,136
+965
41
$2.37M 0.86%
50,395
+2,083
42
$2.34M 0.84%
19,696
-90
43
$2.34M 0.84%
27,412
-3,163
44
$2.32M 0.84%
56,054
+1,274
45
$2.25M 0.81%
10,858
-1,185
46
$2.22M 0.8%
38,260
-16,855
47
$2.06M 0.74%
40,758
+3,528
48
$2M 0.72%
+20,236
49
$1.87M 0.67%
33,260
-450
50
$1.82M 0.66%
12,815
-876
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