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
$132M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Industrials 5.26%
2 Healthcare 5.24%
3 Technology 4.93%
4 Financials 4.69%
5 Consumer Staples 2.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$798K 0.6%
+1,829
52
$746K 0.56%
+22,500
53
$745K 0.56%
+37,104
54
$722K 0.55%
+16,827
55
$704K 0.53%
+16,340
56
$697K 0.53%
+5,913
57
$683K 0.52%
+6,042
58
$671K 0.51%
+16,665
59
$657K 0.5%
+8,274
60
$649K 0.49%
+1,703
61
$601K 0.45%
+7,439
62
$560K 0.42%
+6,278
63
$525K 0.4%
+9,568
64
$525K 0.4%
+4,048
65
$523K 0.4%
+13,688
66
$486K 0.37%
+7,532
67
$469K 0.35%
+4,489
68
$464K 0.35%
+3,384
69
$435K 0.33%
+10,876
70
$425K 0.32%
+6,265
71
$416K 0.31%
+6,979
72
$406K 0.31%
+7,468
73
$337K 0.25%
+4,583
74
$336K 0.25%
+14,175
75
$306K 0.23%
+1,084