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
$382M
AUM Growth
-$56.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
590
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$5.23M
3
+$3.91M
4
BRO icon
Brown & Brown
BRO
+$3.52M
5
PTBD icon
Pacer Trendpilot US Bond ETF
PTBD
+$3.4M

Top Sells

1
+$11.9M
2
+$4.98M
3
+$4.75M
4
SRVR icon
Pacer Data & Infrastructure Real Estate ETF
SRVR
+$4.32M
5
BND icon
Vanguard Total Bond Market
BND
+$4.31M

Sector Composition

1 Technology 6.39%
2 Financials 6.06%
3 Industrials 4.65%
4 Healthcare 3.39%
5 Real Estate 2.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.89M 0.5%
97,249
+58,475
52
$1.86M 0.49%
6,025
-300
53
$1.84M 0.48%
6,386
-134
54
$1.6M 0.42%
6,727
+18
55
$1.59M 0.42%
+38,429
56
$1.58M 0.41%
24,317
-26,216
57
$1.58M 0.41%
23,030
-21,934
58
$1.54M 0.4%
32,145
+63
59
$1.49M 0.39%
32,494
+1,698
60
$1.48M 0.39%
40,038
61
$1.45M 0.38%
9,514
+50
62
$1.38M 0.36%
16,182
63
$1.37M 0.36%
7,715
+36
64
$1.28M 0.34%
5,180
-265
65
$1.26M 0.33%
19,624
-11,351
66
$1.25M 0.33%
10,227
-7,793
67
$1.24M 0.33%
20,073
-21,043
68
$1.21M 0.32%
6,871
-288
69
$1.19M 0.31%
4,158
70
$1.16M 0.3%
8,998
-56
71
$1.16M 0.3%
7,813
-226
72
$1.12M 0.29%
11,604
-5,779
73
$1.1M 0.29%
24,000
74
$1.05M 0.28%
11,240
-127,107
75
$1.01M 0.26%
2,775
-1,380
1 2
3
4 5