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
$438M
AUM Growth
+$65.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
587
New
Increased
Reduced
Closed

Top Buys

1
+$6.95M
2
+$6.94M
3
+$4.4M
4
KKR icon
KKR & Co
KKR
+$4M
5
SCHJ icon
Schwab 1-5 Year Corporate Bond ETF
SCHJ
+$2.62M

Top Sells

1
+$11.1M
2
+$4.72M
3
+$3.98M
4
TOKE icon
Cambria Cannabis ETF
TOKE
+$1.55M
5
DKNG icon
DraftKings
DKNG
+$1.38M

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%
+101
477
$4K ﹤0.01%
+34
478
$4K ﹤0.01%
+60
479
$4K ﹤0.01%
+219
480
$4K ﹤0.01%
+90
481
$4K ﹤0.01%
+131
482
$4K ﹤0.01%
+39
483
$4K ﹤0.01%
+39
484
$4K ﹤0.01%
+640
485
$3K ﹤0.01%
+117
486
$3K ﹤0.01%
+28
487
$3K ﹤0.01%
+80
488
$3K ﹤0.01%
+112
489
$3K ﹤0.01%
+59
490
$3K ﹤0.01%
+68
491
$3K ﹤0.01%
+8
492
$3K ﹤0.01%
+79
493
$3K ﹤0.01%
+20
494
$2K ﹤0.01%
+1,075
495
$2K ﹤0.01%
+31
496
$2K ﹤0.01%
+21
497
$2K ﹤0.01%
+21
498
$2K ﹤0.01%
+18
499
$2K ﹤0.01%
+8
500
$2K ﹤0.01%
+14
18 19
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