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
$203M
AUM Growth
+$54.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$6.11M
2
+$5.89M
3
+$5.74M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$4.44M
5
APO icon
Apollo Global Management
APO
+$3.65M

Top Sells

1
+$4.5M
2
+$4.2M
3
+$3.75M
4
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$1.62M
5
BOTZ icon
Global X Robotics & Artificial Intelligence ETF
BOTZ
+$1.51M

Sector Composition

1 Financials 7.9%
2 Technology 4.99%
3 Healthcare 4.92%
4 Industrials 4.25%
5 Consumer Discretionary 3.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$531K 0.26%
17,104
-929
77
$493K 0.24%
14,256
-5,799
78
$473K 0.23%
4,094
-4,530
79
$471K 0.23%
8,235
-756
80
$443K 0.22%
2,229
-2,545
81
$429K 0.21%
3,273
-1,506
82
$428K 0.21%
+1,727
83
$420K 0.21%
2,099
-8,120
84
$390K 0.19%
9,762
+222
85
$373K 0.18%
+30,162
86
$368K 0.18%
3,478
-7,866
87
$361K 0.18%
+16,150
88
$353K 0.17%
23,112
-52,657
89
$333K 0.16%
7,468
90
$326K 0.16%
3,220
+20
91
$325K 0.16%
4,622
+32
92
$323K 0.16%
6,175
-2,854
93
$309K 0.15%
1,768
+11
94
$302K 0.15%
6,912
-140
95
$298K 0.15%
3,508
-136
96
$291K 0.14%
3,000
97
$290K 0.14%
12,692
-1,546
98
$287K 0.14%
+2,996
99
$286K 0.14%
+4,645
100
$272K 0.13%
+9,845
2 3
4
5 6