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
+$8.13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$6.19M
2
+$5.54M
3
+$4.34M
4
LVHD icon
Franklin US Low Volatility High Dividend Index ETF
LVHD
+$3.9M
5
GLD icon
SPDR Gold Trust
GLD
+$3.34M

Top Sells

1
+$14.2M
2
+$2.61M
3
+$2.15M
4
CIL icon
VictoryShares International Volatility Wtd ETF
CIL
+$2.07M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$1.88M

Sector Composition

1 Technology 3.46%
2 Financials 3.31%
3 Industrials 2.02%
4 Healthcare 2.01%
5 Materials 1.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.05M 0.54%
+24,796
52
$1.9M 0.5%
19,005
-314
53
$1.88M 0.49%
16,182
54
$1.77M 0.46%
45,459
+18,809
55
$1.73M 0.45%
37,459
+12,413
56
$1.71M 0.45%
38,145
+1,374
57
$1.65M 0.43%
110,529
+66,861
58
$1.61M 0.42%
4,573
-158
59
$1.6M 0.42%
24,756
-6,980
60
$1.54M 0.4%
27,306
-945
61
$1.47M 0.39%
4,024
62
$1.46M 0.38%
46,476
-55,827
63
$1.41M 0.37%
9,295
-82
64
$1.4M 0.37%
86,852
-116,536
65
$1.38M 0.36%
69,009
-757
66
$1.36M 0.36%
28,911
+4,055
67
$1.35M 0.35%
7,669
+36
68
$1.33M 0.35%
53,714
+14,196
69
$1.3M 0.34%
19,035
-1,114
70
$1.27M 0.33%
11,515
-2,628
71
$1.26M 0.33%
5,260
-81
72
$1.24M 0.33%
+99,705
73
$1.24M 0.33%
5,826
+11
74
$1.23M 0.32%
+62,061
75
$1.2M 0.32%
27,321
-18,443
1 2
3
4 5