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
$322M
AUM Growth
+$44.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$9.83M
2
+$5M
3
+$5M
4
DKNG icon
DraftKings
DKNG
+$4.77M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$4.74M

Top Sells

1
+$7.46M
2
+$5.47M
3
+$4.15M
4
BRO icon
Brown & Brown
BRO
+$3.22M
5
TSN icon
Tyson Foods
TSN
+$2.86M

Sector Composition

1 Industrials 6.13%
2 Financials 5.82%
3 Consumer Discretionary 4.95%
4 Technology 4.04%
5 Healthcare 2.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.19M 1.3%
21,092
+5,769
27
$4.12M 1.28%
+58,277
28
$4.08M 1.27%
10,116
+1,541
29
$3.95M 1.23%
16,068
+13,935
30
$3.44M 1.07%
+69,531
31
$3.17M 0.98%
34,165
+13,929
32
$3.03M 0.94%
55,447
+5,052
33
$3.03M 0.94%
8,324
-2,451
34
$2.97M 0.92%
34,393
-3,590
35
$2.91M 0.9%
45,885
-3,572
36
$2.86M 0.89%
42,639
+4,503
37
$2.84M 0.88%
30,897
-5,334
38
$2.76M 0.86%
64,534
+8,480
39
$2.7M 0.84%
26,885
-4,362
40
$2.63M 0.82%
10,241
-3,795
41
$2.44M 0.76%
38,748
+90
42
$2.33M 0.72%
47,422
-5,319
43
$2.14M 0.66%
37,095
-1,165
44
$2.04M 0.63%
40,782
+24
45
$2.02M 0.63%
9,117
-1,741
46
$2.01M 0.62%
32,708
-552
47
$1.95M 0.61%
55,345
+20,915
48
$1.87M 0.58%
5,850
+338
49
$1.86M 0.58%
6,784
-3,893
50
$1.83M 0.57%
+97,532
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