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
$322M
AUM Growth
+$44.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$9.83M
2
+$5M
3
+$5M
4
DKNG icon
DraftKings
DKNG
+$4.77M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$4.74M

Top Sells

1
+$7.46M
2
+$5.47M
3
+$4.15M
4
BRO icon
Brown & Brown
BRO
+$3.22M
5
TSN icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$340K 0.11%
4,577
-38,454
102
$322K 0.1%
4,257
+53
103
$314K 0.1%
2,758
-24,654
104
$308K 0.1%
3,992
-163
105
$302K 0.09%
5,931
-9,054
106
$302K 0.09%
1,026
-115
107
$301K 0.09%
5,368
-228
108
$301K 0.09%
2,000
-163
109
$299K 0.09%
3,013
+14
110
$296K 0.09%
6,471
-70,331
111
$293K 0.09%
7,342
+529
112
$288K 0.09%
3,200
113
$280K 0.09%
6,040
+10
114
$250K 0.08%
250,000
115
$242K 0.08%
2,340
+20
116
$238K 0.07%
1,860
-575
117
$228K 0.07%
2,352
-56,431
118
$221K 0.07%
3,289
-5,973
119
$218K 0.07%
1,842
120
$208K 0.06%
+2,815
121
$205K 0.06%
+1,955
122
$205K 0.06%
1,277
-14,234
123
$173K 0.05%
16,182
124
$105K 0.03%
+13,350
125
$89K 0.03%
10,147
2 3 4
5
6