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
+$8.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$6.19M
2
+$5.54M
3
+$4.34M
4
LVHD icon
Franklin US Low Volatility High Dividend Index ETF
LVHD
+$3.9M
5
GLD icon
SPDR Gold Trust
GLD
+$3.34M

Top Sells

1
+$14.2M
2
+$2.61M
3
+$2.15M
4
CIL icon
VictoryShares International Volatility Wtd ETF
CIL
+$2.07M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.88M

Sector Composition

1 Technology 3.46%
2 Financials 3.31%
3 Industrials 2.02%
4 Healthcare 2.01%
5 Materials 1.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.83M 1%
155,734
-5,010
27
$3.74M 0.98%
129,010
-10,186
28
$3.71M 0.97%
42,925
+4,843
29
$3.63M 0.95%
72,496
+1,025
30
$3.42M 0.9%
7,923
-1,449
31
$3.4M 0.89%
48,226
+2,168
32
$3.38M 0.88%
51,419
-2,455
33
$3.36M 0.88%
16,851
-4,047
34
$3.34M 0.88%
+19,707
35
$3.14M 0.82%
13,247
-2,345
36
$3.05M 0.8%
14,061
-5,043
37
$2.82M 0.74%
25,868
+631
38
$2.8M 0.73%
163,849
+5,823
39
$2.79M 0.73%
41,262
-366
40
$2.78M 0.73%
11,832
-1,082
41
$2.74M 0.72%
170,741
+5,057
42
$2.71M 0.71%
47,623
-13,201
43
$2.62M 0.69%
100,467
+3,334
44
$2.6M 0.68%
11,014
-426
45
$2.59M 0.68%
87,090
+4,438
46
$2.53M 0.66%
+33,879
47
$2.38M 0.62%
119,615
+16,605
48
$2.28M 0.6%
22,869
-556
49
$2.1M 0.55%
35,677
-44,318
50
$2.07M 0.54%
55,934
-56,107
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