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
$389M
AUM Growth
-$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$3.77M
2
+$3.29M
3
+$3.02M
4
PINK icon
Simplify Health Care ETF
PINK
+$2.84M
5
WEAT icon
Teucrium Wheat Fund
WEAT
+$2.4M

Top Sells

1
+$11.4M
2
+$5.23M
3
+$2.55M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.1M
5
LLY icon
Eli Lilly
LLY
+$1.89M

Sector Composition

1 Technology 2.47%
2 Materials 1.68%
3 Industrials 1.21%
4 Financials 1.13%
5 Real Estate 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.42M 1.14%
164,409
-810
27
$4.26M 1.1%
214,513
+39,998
28
$4.13M 1.06%
82,334
+10,857
29
$3.92M 1.01%
22,919
-10,211
30
$3.92M 1.01%
115,751
+1,056
31
$3.77M 0.97%
79,799
+12,727
32
$3.39M 0.87%
49,141
+1,225
33
$3.35M 0.86%
57,865
-1,168
34
$3.29M 0.85%
+23,194
35
$3.09M 0.79%
119,297
+8,994
36
$3.02M 0.78%
+50,010
37
$2.98M 0.77%
23,523
-12,578
38
$2.84M 0.73%
+112,947
39
$2.74M 0.7%
46,650
-837
40
$2.74M 0.7%
74,076
+39,652
41
$2.62M 0.68%
23,759
+240
42
$2.55M 0.66%
108,663
-2,605
43
$2.52M 0.65%
144,533
+1,331
44
$2.48M 0.64%
36,065
-943
45
$2.47M 0.63%
6,571
-1,732
46
$2.46M 0.63%
20,424
-2,928
47
$2.4M 0.62%
+430,253
48
$2.37M 0.61%
40,398
+6,017
49
$2.32M 0.6%
31,479
-1,719
50
$2.31M 0.59%
135,842
-3,184
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