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
$382M
AUM Growth
-$56.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
590
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$5.23M
3
+$3.91M
4
BRO icon
Brown & Brown
BRO
+$3.52M
5
PTBD icon
Pacer Trendpilot US Bond ETF
PTBD
+$3.4M

Top Sells

1
+$11.9M
2
+$4.98M
3
+$4.75M
4
SRVR icon
Pacer Data & Infrastructure Real Estate ETF
SRVR
+$4.32M
5
BND icon
Vanguard Total Bond Market
BND
+$4.31M

Sector Composition

1 Technology 6.39%
2 Financials 6.06%
3 Industrials 4.65%
4 Healthcare 3.39%
5 Real Estate 2.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.46M 1.43%
85,511
+923
27
$5.38M 1.41%
24,324
+23,663
28
$5.27M 1.38%
191,116
-132
29
$4.57M 1.2%
78,236
+24,593
30
$4.24M 1.11%
174,794
+71,216
31
$4.2M 1.1%
82,589
+13,394
32
$4.13M 1.08%
65,462
+178
33
$4.01M 1.05%
54,111
+3,124
34
$3.94M 1.03%
61,328
+3,807
35
$3.93M 1.03%
18,755
-8,642
36
$3.87M 1.02%
90,902
+7,857
37
$3.69M 0.97%
51,074
+48,683
38
$3.25M 0.85%
13,004
-6,811
39
$3.13M 0.82%
64,678
+2,579
40
$2.98M 0.78%
78,624
+15,050
41
$2.92M 0.76%
158,788
+21,062
42
$2.9M 0.76%
+102,114
43
$2.85M 0.75%
146,487
+752
44
$2.73M 0.71%
35,431
+34,991
45
$2.6M 0.68%
27,349
-2,293
46
$2.59M 0.68%
119,219
+19,318
47
$2.23M 0.59%
+80,168
48
$2.23M 0.58%
5,360
-47
49
$2.21M 0.58%
64,326
+10,194
50
$2.18M 0.57%
18,858
-4,494
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