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
126
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127
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-995
128
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-8,640
129
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130
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-9,375
131
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-26,984
132
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-1,312
133
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-3,252
134
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-64,188
135
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-10,603
136
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-2,064
137
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-15,565
138
– –
-4,372
139
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-5,698
2 3 4 5
6