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
$203M
AUM Growth
+$54.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$6.11M
2
+$5.89M
3
+$5.74M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.44M
5
APO icon
Apollo Global Management
APO
+$3.65M

Top Sells

1
+$4.5M
2
+$4.2M
3
+$3.75M
4
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$1.62M
5
BOTZ icon
Global X Robotics & Artificial Intelligence ETF
BOTZ
+$1.51M

Sector Composition

1 Financials 7.9%
2 Technology 4.99%
3 Healthcare 4.92%
4 Industrials 4.25%
5 Consumer Discretionary 3.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.12M 0.55%
33,091
-2,214
52
$1.11M 0.55%
32,197
+6,085
53
$1.07M 0.53%
26,728
+5,866
54
$1.07M 0.52%
20,544
-86,805
55
$1.06M 0.52%
26,950
+5,557
56
$1.04M 0.51%
20,674
+4,202
57
$1.04M 0.51%
7,391
-1,084
58
$978K 0.48%
23,229
-81
59
$936K 0.46%
20,098
-90,127
60
$893K 0.44%
22,334
-3,485
61
$880K 0.43%
23,880
-4,320
62
$879K 0.43%
19,060
+188
63
$767K 0.38%
4,185
-1,010
64
$724K 0.36%
19,128
+32
65
$682K 0.34%
17,055
-137
66
$661K 0.33%
4,024
67
$626K 0.31%
8,485
+73
68
$624K 0.31%
23,212
-139,645
69
$614K 0.3%
11,844
-444
70
$611K 0.3%
10,160
+988
71
$605K 0.3%
16,182
72
$603K 0.3%
4,903
-1,621
73
$562K 0.28%
23,554
-63,420
74
$549K 0.27%
3,980
+60
75
$549K 0.27%
10,919
+1,149
1 2
3
4 5