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
$382M
AUM Growth
-$56.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
590
New
Increased
Reduced
Closed

Top Buys

1
+$11.6M
2
+$5.23M
3
+$3.91M
4
BRO icon
Brown & Brown
BRO
+$3.52M
5
PTBD icon
Pacer Trendpilot US Bond ETF
PTBD
+$3.4M

Top Sells

1
+$11.9M
2
+$4.98M
3
+$4.75M
4
SRVR icon
Pacer Data & Infrastructure Real Estate ETF
SRVR
+$4.32M
5
BND icon
Vanguard Total Bond Market
BND
+$4.31M

Sector Composition

1 Technology 6.39%
2 Financials 6.06%
3 Industrials 4.65%
4 Healthcare 3.39%
5 Real Estate 2.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1M 0.26%
9,229
-169
77
$884K 0.23%
17,078
-4,362
78
$868K 0.23%
4,082
-8
79
$756K 0.2%
42,465
+9,903
80
$700K 0.18%
15,844
-14,098
81
$694K 0.18%
8,727
-54,220
82
$672K 0.18%
24,072
-3,186
83
$659K 0.17%
8,634
+14
84
$642K 0.17%
7,824
-707
85
$597K 0.16%
22,701
-10,986
86
$593K 0.16%
7,468
87
$584K 0.15%
11,763
+18
88
$583K 0.15%
2,569
-21,961
89
$574K 0.15%
14,679
-563
90
$570K 0.15%
3,500
+300
91
$552K 0.14%
10,053
+40
92
$548K 0.14%
5,357
+15
93
$540K 0.14%
+21,679
94
$511K 0.13%
7,421
-5,144
95
$496K 0.13%
3,123
+1,931
96
$492K 0.13%
9,513
+23
97
$487K 0.13%
5,197
-597
98
$484K 0.13%
2,489
-1,852
99
$472K 0.12%
3,380
100
$461K 0.12%
2,353
-1,630
2 3
4
5 6