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
$278M
AUM Growth
+$23.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$5.66M
2
+$3.82M
3
+$3.37M
4
ENPH icon
Enphase Energy
ENPH
+$2.47M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$2.12M

Top Sells

1
+$6.63M
2
+$3.99M
3
+$2.24M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$2.03M
5
MJ icon
Amplify Alternative Harvest ETF
MJ
+$2.01M

Sector Composition

1 Financials 8.36%
2 Technology 5.63%
3 Industrials 4.63%
4 Healthcare 2.98%
5 Consumer Discretionary 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$759K 0.27%
9,331
-819
77
$743K 0.27%
20,191
+3,171
78
$738K 0.27%
8,337
+1,591
79
$725K 0.26%
21,471
+2,094
80
$724K 0.26%
+24,000
81
$707K 0.25%
14,985
-6,197
82
$706K 0.25%
11,426
-36,328
83
$694K 0.25%
4,108
-317
84
$692K 0.25%
9,564
+2,136
85
$669K 0.24%
16,182
86
$667K 0.24%
8,541
+67
87
$604K 0.22%
12,864
-366
88
$589K 0.21%
12,962
-22,952
89
$578K 0.21%
9,262
-5,244
90
$574K 0.21%
10,402
-36,704
91
$528K 0.19%
10,989
+3,051
92
$524K 0.19%
3,220
-860
93
$522K 0.19%
2,133
-255
94
$488K 0.18%
4,054
-79
95
$465K 0.17%
8,640
-4,873
96
$457K 0.16%
3,855
-536
97
$443K 0.16%
10,888
+1,356
98
$436K 0.16%
5,586
+962
99
$430K 0.15%
2,108
+350
100
$421K 0.15%
7,468
2 3
4
5 6