TC
TAP Consulting Portfolio holdings
AUM
$489M
This Quarter Return
+5.82%
1 Year Return
+8.86%
3 Year Return
+3.06%
5 Year Return
+48.03%
10 Year Return
–
AUM
$322M
AUM Growth
+$322M
(+16%)
Cap. Flow
+$31.3M
Cap. Flow
% of AUM
9.72%
Top 10 Holdings %
Top 10 Hldgs %
36.05%
Holding
139
New
14
Increased
52
Reduced
49
Closed
14
Top Buys
| 1 |
Vanguard Industrials ETF
VIS
|
$9.83M |
| 2 |
Expedia Group
EXPE
|
$5M |
| 3 |
Global X Autonomous & Electric Vehicles ETF
DRIV
|
$5M |
| 4 |
DraftKings
DKNG
|
$4.77M |
| 5 |
Schwab US Aggregate Bond ETF
SCHZ
|
$4.74M |
Top Sells
| 1 |
Vanguard Consumer Discretionary ETF
VCR
|
$7.46M |
| 2 |
Amplify Video Game Tech ETF
GAMR
|
$5.47M |
| 3 |
Franklin Resources
BEN
|
$4.15M |
| 4 |
Brown & Brown
BRO
|
$3.22M |
| 5 |
Tyson Foods
TSN
|
$2.86M |
Sector Composition
| 1 | Industrials | 6.13% |
| 2 | Financials | 5.82% |
| 3 | Consumer Discretionary | 4.95% |
| 4 | Technology | 4.04% |
| 5 | Healthcare | 2.47% |
