TC

TAP Consulting Portfolio holdings

AUM $489M
1-Year Est. Return 8.86%
This Fund
S&P 500
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
526
$1K ﹤0.01%
+13
527
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+10
528
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+19
529
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+100
530
$1K ﹤0.01%
+2
531
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+243
532
$1K ﹤0.01%
+80
533
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534
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535
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536
$1K ﹤0.01%
+2
537
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+4
538
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539
$1K ﹤0.01%
+32
540
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+21
541
$1K ﹤0.01%
+25
542
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543
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544
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+4
545
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+10
546
$1K ﹤0.01%
+6
547
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+6
548
$1K ﹤0.01%
+3
549
$1K ﹤0.01%
+186
550
$1K ﹤0.01%
+57
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