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
$278M
AUM Growth
+$23.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$5.66M
2
+$3.82M
3
+$3.37M
4
ENPH icon
Enphase Energy
ENPH
+$2.47M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$2.12M

Top Sells

1
+$6.63M
2
+$3.99M
3
+$2.24M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$2.03M
5
MJ icon
Amplify Alternative Harvest ETF
MJ
+$2.01M

Sector Composition

1 Financials 8.36%
2 Technology 5.63%
3 Industrials 4.63%
4 Healthcare 2.98%
5 Consumer Discretionary 2.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-13,020
127
– –
-1,201
128
– –
-7,148
2 3 4 5
6