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
$278M
AUM Growth
+$23.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$5.66M
2
+$3.82M
3
+$3.37M
4
ENPH icon
Enphase Energy
ENPH
+$2.47M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$2.12M

Top Sells

1
+$6.63M
2
+$3.99M
3
+$2.24M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$2.03M
5
MJ icon
Amplify Alternative Harvest ETF
MJ
+$2.01M

Sector Composition

1 Financials 8.36%
2 Technology 5.63%
3 Industrials 4.63%
4 Healthcare 2.98%
5 Consumer Discretionary 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.75M 0.63%
64,794
-147,733
52
$1.73M 0.62%
5,512
+1,229
53
$1.53M 0.55%
7,842
-729
54
$1.44M 0.52%
6,457
+16
55
$1.42M 0.51%
11,929
-1,444
56
$1.38M 0.5%
64,734
+16,686
57
$1.34M 0.48%
9,657
+155
58
$1.24M 0.45%
24,728
-6,945
59
$1.22M 0.44%
47,800
+17,541
60
$1.21M 0.43%
33,296
-85
61
$1.2M 0.43%
7,601
+201
62
$1.11M 0.4%
21,372
-219
63
$1.08M 0.39%
25,603
+5,626
64
$1.04M 0.37%
34,430
+2,250
65
$1.01M 0.37%
17,308
-592
66
$973K 0.35%
64,188
+5,796
67
$907K 0.33%
18,388
-816
68
$855K 0.31%
3,994
+14
69
$853K 0.31%
16,502
-481
70
$809K 0.29%
12,677
+933
71
$807K 0.29%
15,565
+541
72
$804K 0.29%
4,669
-11,648
73
$782K 0.28%
5,698
-922
74
$770K 0.28%
6,472
+634
75
$762K 0.27%
26,984
-7
1 2
3
4 5