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
$322M
AUM Growth
+$44.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$9.83M
2
+$5M
3
+$5M
4
DKNG icon
DraftKings
DKNG
+$4.77M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$4.74M

Top Sells

1
+$7.46M
2
+$5.47M
3
+$4.15M
4
BRO icon
Brown & Brown
BRO
+$3.22M
5
TSN icon
Tyson Foods
TSN
+$2.86M

Sector Composition

1 Industrials 6.13%
2 Financials 5.82%
3 Consumer Discretionary 4.95%
4 Technology 4.04%
5 Healthcare 2.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.81M 0.56%
+45,865
52
$1.8M 0.56%
+66,895
53
$1.77M 0.55%
+104,927
54
$1.64M 0.51%
9,910
-2,905
55
$1.64M 0.51%
12,478
-7,218
56
$1.55M 0.48%
63,969
-765
57
$1.55M 0.48%
10,570
-1,359
58
$1.52M 0.47%
6,466
+9
59
$1.51M 0.47%
11,207
+4,735
60
$1.42M 0.44%
40,125
+18,654
61
$1.36M 0.42%
6,358
-1,484
62
$1.32M 0.41%
9,739
+82
63
$1.29M 0.4%
21,042
-330
64
$1.25M 0.39%
7,606
+5
65
$1.16M 0.36%
46,368
-1,432
66
$1.15M 0.36%
26,219
+616
67
$1.15M 0.36%
3,884
-25,249
68
$1.08M 0.34%
17,232
-76
69
$1.08M 0.33%
33,186
-110
70
$1.04M 0.32%
35,235
-140,341
71
$1.02M 0.32%
18,068
-320
72
$1.01M 0.31%
3,980
-14
73
$989K 0.31%
4,324
-7,198
74
$973K 0.3%
23,388
+12,500
75
$923K 0.29%
17,306
+804
1 2
3
4 5