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
$169M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Financials 4.58%
2 Technology 4.27%
3 Industrials 4.12%
4 Healthcare 3.63%
5 Materials 2.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$199K 0.12%
+16,182
102
$167K 0.1%
+10,974
103
$120K 0.07%
+1,161
104
$90K 0.05%
+3,879
105
$63K 0.04%
+10,147
106
$28K 0.02%
+26,466