TC

TAP Consulting Portfolio holdings

AUM $489M
1-Year Est. Return 8.88%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+8.88%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$438M
AUM Growth
+$65.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
587
New
Increased
Reduced
Closed

Top Buys

1
+$6.66M
2
+$6.65M
3
+$5.05M
4
KKR icon
KKR & Co
KKR
+$3.96M
5
SCHJ icon
Schwab 1-5 Year Corporate Bond ETF
SCHJ
+$2.62M

Top Sells

1
+$10.6M
2
+$4.7M
3
+$3.78M
4
DKNG icon
DraftKings
DKNG
+$1.97M
5
TOKE icon
Cambria Cannabis ETF
TOKE
+$1.66M

Sector Composition

1 Technology 7.53%
2 Industrials 6.48%
3 Financials 5.75%
4 Consumer Discretionary 3.37%
5 Healthcare 2.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$4K ﹤0.01%
+39
477
$4K ﹤0.01%
+39
478
$4K ﹤0.01%
+34
479
$4K ﹤0.01%
+90
480
$4K ﹤0.01%
+64
481
$4K ﹤0.01%
+66
482
$4K ﹤0.01%
+14
483
$4K ﹤0.01%
+101
484
$4K ﹤0.01%
+219
485
$3K ﹤0.01%
+112
486
$3K ﹤0.01%
+59
487
$3K ﹤0.01%
+68
488
$3K ﹤0.01%
+80
489
$3K ﹤0.01%
+8
490
$3K ﹤0.01%
+79
491
$3K ﹤0.01%
+117
492
$3K ﹤0.01%
+20
493
$3K ﹤0.01%
+28
494
$2K ﹤0.01%
+150
495
$2K ﹤0.01%
+20
496
$2K ﹤0.01%
+1,075
497
$2K ﹤0.01%
+31
498
$2K ﹤0.01%
+21
499
$2K ﹤0.01%
+21
500
$2K ﹤0.01%
+18
18 19
20
21 22