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
$409M
AUM Growth
+$26.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$11.2M
2
+$8.56M
3
+$6.48M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$5.35M
5
GLD icon
SPDR Gold Trust
GLD
+$4.94M

Top Sells

1
+$25.4M
2
+$6.19M
3
+$4.01M
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$4M
5
UUP icon
Invesco DB US Dollar Index Bullish Fund
UUP
+$2.85M

Sector Composition

1 Technology 3.68%
2 Financials 2.71%
3 Healthcare 1.85%
4 Materials 1.09%
5 Real Estate 0.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.3M 0.56%
10,424
-3,637
52
$2.24M 0.55%
+35,943
53
$2.22M 0.54%
+143,013
54
$2.18M 0.53%
16,182
55
$2.17M 0.53%
37,733
-9,890
56
$2.15M 0.53%
9,573
-3,674
57
$1.89M 0.46%
118,662
+8,133
58
$1.88M 0.46%
+14,503
59
$1.83M 0.45%
+62,378
60
$1.76M 0.43%
43,156
-2,303
61
$1.73M 0.42%
+50,712
62
$1.69M 0.41%
4,492
-81
63
$1.64M 0.4%
23,255
+4,220
64
$1.6M 0.39%
29,494
+2,188
65
$1.59M 0.39%
+39,668
66
$1.56M 0.38%
5,397
+137
67
$1.51M 0.37%
+29,707
68
$1.47M 0.36%
+31,333
69
$1.47M 0.36%
16,097
+7,426
70
$1.38M 0.34%
4,024
71
$1.38M 0.34%
26,401
-2,510
72
$1.34M 0.33%
5,378
-448
73
$1.31M 0.32%
+30,670
74
$1.3M 0.32%
8,773
-522
75
$1.3M 0.32%
27,218
-103
1 2
3
4 5