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
$389M
AUM Growth
-$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$3.77M
2
+$3.29M
3
+$3.02M
4
PINK icon
Simplify Health Care ETF
PINK
+$2.84M
5
WEAT icon
Teucrium Wheat Fund
WEAT
+$2.4M

Top Sells

1
+$11.4M
2
+$5.23M
3
+$2.55M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.1M
5
LLY icon
Eli Lilly
LLY
+$1.89M

Sector Composition

1 Technology 2.47%
2 Materials 1.68%
3 Industrials 1.21%
4 Financials 1.13%
5 Real Estate 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.28M 0.59%
70,659
-141
52
$2.24M 0.58%
4,615
-608
53
$2.22M 0.57%
37,648
+3,398
54
$2.16M 0.56%
129,864
+4,062
55
$2.1M 0.54%
14,620
-4,168
56
$2.06M 0.53%
8,095
-1,535
57
$2.04M 0.53%
41,320
+16,047
58
$2.03M 0.52%
9,786
-1,864
59
$2.03M 0.52%
+10,276
60
$1.97M 0.51%
18,807
-1,605
61
$1.92M 0.49%
58,946
+25,139
62
$1.88M 0.48%
+8,406
63
$1.74M 0.45%
42,097
+261
64
$1.73M 0.45%
10,193
-326
65
$1.73M 0.44%
4,399
-28
66
$1.69M 0.44%
28,594
-11
67
$1.67M 0.43%
49,796
+5,942
68
$1.64M 0.42%
60,428
+848
69
$1.63M 0.42%
54,817
+48,097
70
$1.61M 0.42%
30,344
+249
71
$1.61M 0.41%
32,892
+635
72
$1.6M 0.41%
52,567
-1,234
73
$1.57M 0.4%
23,821
-716
74
$1.55M 0.4%
40,686
+410
75
$1.53M 0.39%
29,674
+92
1 2
3
4 5