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
576
$0 ﹤0.01%
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577
$0 ﹤0.01%
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578
$0 ﹤0.01%
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579
$0 ﹤0.01%
+5
580
$0 ﹤0.01%
+14
581
$0 ﹤0.01%
+16
582
-10,000
583
0
584
$0 ﹤0.01%
+5
585
$0 ﹤0.01%
+1
586
$0 ﹤0.01%
+10
587
$0 ﹤0.01%
+30