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
$356M
AUM Growth
+$34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
143
New
Increased
Reduced
Closed

Top Buys

1
+$10.7M
2
+$10.3M
3
+$9.87M
4
EQR icon
Equity Residential
EQR
+$8.2M
5
VDE icon
Vanguard Energy ETF
VDE
+$5.91M

Top Sells

1
+$12.5M
2
+$8.97M
3
+$8.58M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$4.71M
5
EXPE icon
Expedia Group
EXPE
+$4.17M

Sector Composition

1 Financials 6.07%
2 Industrials 5.91%
3 Technology 5.64%
4 Consumer Discretionary 3.59%
5 Real Estate 2.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.91M 0.54%
45,960
+95
52
$1.88M 0.53%
36,475
-10,947
53
$1.81M 0.51%
106,153
+1,226
54
$1.79M 0.5%
+11,718
55
$1.77M 0.5%
+97,852
56
$1.72M 0.48%
6,334
-132
57
$1.69M 0.47%
5,822
-962
58
$1.64M 0.46%
67,979
+1,084
59
$1.61M 0.45%
6,791
-2,326
60
$1.59M 0.45%
63,003
-966
61
$1.58M 0.44%
11,229
+22
62
$1.58M 0.44%
9,074
-836
63
$1.51M 0.42%
40,924
+799
64
$1.47M 0.41%
9,647
-923
65
$1.34M 0.38%
7,353
-46,986
66
$1.33M 0.37%
9,828
+89
67
$1.3M 0.36%
38,529
+5,343
68
$1.25M 0.35%
7,621
+15
69
$1.23M 0.34%
6,251
-45,676
70
$1.21M 0.34%
8,805
-3,673
71
$1.2M 0.34%
26,377
+158
72
$1.16M 0.33%
46,064
-304
73
$1.01M 0.28%
31,711
-3,524
74
$1.01M 0.28%
23,745
+357
75
$987K 0.28%
16,330
+148
1 2
3
4 5