TC
TAP Consulting Portfolio holdings
AUM
$489M
This Quarter Return
-0.22%
1 Year Return
+8.86%
3 Year Return
+3.06%
5 Year Return
+48.03%
10 Year Return
–
AUM
$474M
AUM Growth
+$474M
(+4.2%)
Cap. Flow
+$20.8M
Cap. Flow
% of AUM
4.38%
Top 10 Holdings %
Top 10 Hldgs %
36.28%
Holding
165
New
13
Increased
93
Reduced
45
Closed
8
Top Buys
| 1 |
ProShares Short QQQ
PSQ
|
$5.23M |
| 2 |
Energy Select Sector SPDR Fund
XLE
|
$3.27M |
| 3 |
VictoryShares Free Cash Flow ETF
VFLO
|
$2.96M |
| 4 |
Schwab Intermediately-Term US Treasury ETF
SCHR
|
$2.53M |
| 5 |
Schwab Long-Term US Treasury ETF
SCHQ
|
$2.53M |
Top Sells
Sector Composition
| 1 | Technology | 2.66% |
| 2 | Financials | 1.61% |
| 3 | Materials | 1.55% |
| 4 | Industrials | 1.26% |
| 5 | Real Estate | 1.19% |
