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
551
$1K ﹤0.01%
+31
552
$1K ﹤0.01%
+14
553
$1K ﹤0.01%
+55
554
$1K ﹤0.01%
+500
555
$1K ﹤0.01%
+10
556
$1K ﹤0.01%
+25
557
-1,000
558
$0 ﹤0.01%
+2
559
$0 ﹤0.01%
+25
560
$0 ﹤0.01%
+4
561
$0 ﹤0.01%
+25
562
$0 ﹤0.01%
+20
563
$0 ﹤0.01%
+1
564
$0 ﹤0.01%
+13
565
$0 ﹤0.01%
+5
566
$0 ﹤0.01%
+4
567
$0 ﹤0.01%
+3
568
$0 ﹤0.01%
+1
569
$0 ﹤0.01%
+4
570
$0 ﹤0.01%
+4
571
$0 ﹤0.01%
+2
572
$0 ﹤0.01%
+4
573
$0 ﹤0.01%
+9
574
0
575
$0 ﹤0.01%
+5