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
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
526
$1K ﹤0.01%
+500
527
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+10
528
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+32
529
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+20
530
$1K ﹤0.01%
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531
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532
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533
$1K ﹤0.01%
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534
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535
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+243
536
$1K ﹤0.01%
+80
537
$1K ﹤0.01%
+33
538
$1K ﹤0.01%
+50
539
$1K ﹤0.01%
+46
540
$1K ﹤0.01%
+2
541
$1K ﹤0.01%
+4
542
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543
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544
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+21
545
$1K ﹤0.01%
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546
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+22
547
$1K ﹤0.01%
+6
548
$1K ﹤0.01%
+186
549
$1K ﹤0.01%
+57
550
$1K ﹤0.01%
+150
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