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
$356M
AUM Growth
+$34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$10.3M
3
+$9.87M
4
EQR icon
Equity Residential
EQR
+$8.2M
5
VDE icon
Vanguard Energy ETF
VDE
+$5.91M

Top Sells

1
+$12.5M
2
+$8.97M
3
+$8.58M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$4.71M
5
EXPE icon
Expedia Group
EXPE
+$4.17M

Sector Composition

1 Financials 6.07%
2 Industrials 5.91%
3 Technology 5.64%
4 Consumer Discretionary 3.59%
5 Real Estate 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5M 1.4%
22,763
+1,671
27
$4.9M 1.38%
25,269
-156
28
$4.86M 1.36%
21,746
+1,300
29
$4.85M 1.36%
171,290
-16,903
30
$4.83M 1.35%
+51,364
31
$4.67M 1.31%
17,147
+1,079
32
$4.03M 1.13%
64,563
+6,286
33
$4M 1.12%
76,703
-1,136
34
$3.86M 1.08%
+81,013
35
$3.42M 0.96%
52,822
+15,727
36
$3.1M 0.87%
54,794
-653
37
$3.08M 0.86%
33,995
-398
38
$3.01M 0.85%
42,294
-345
39
$2.98M 0.84%
46,227
+13,519
40
$2.98M 0.84%
27,742
+857
41
$2.93M 0.82%
45,136
-749
42
$2.92M 0.82%
65,029
+495
43
$2.91M 0.82%
42,221
+3,473
44
$2.51M 0.71%
19,258
-22,693
45
$2.25M 0.63%
5,706
-2,618
46
$2.22M 0.62%
42,794
+2,012
47
$2.19M 0.61%
6,166
+316
48
$2.06M 0.58%
54,980
-365
49
$2M 0.56%
6,975
-3,266
50
$1.94M 0.54%
98,136
+604
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