TC
TAP Consulting Portfolio holdings
AUM
$489M
This Quarter Return
-0.29%
1 Year Return
+8.86%
3 Year Return
+3.06%
5 Year Return
+48.03%
10 Year Return
–
AUM
$372M
AUM Growth
+$372M
(+4.5%)
Cap. Flow
+$18.2M
Cap. Flow
% of AUM
4.88%
Top 10 Holdings %
Top 10 Hldgs %
31.51%
Holding
143
New
8
Increased
55
Reduced
58
Closed
10
Top Buys
| 1 |
Pacer Trendpilot US Bond ETF
PTBD
|
$4.73M |
| 2 |
Badger Meter
BMI
|
$4.17M |
| 3 |
Real Estate Select Sector SPDR Fund
XLRE
|
$2.78M |
| 4 |
Equity Residential
EQR
|
$1.81M |
| 5 |
Pacer Industrial Real Estate ETF
INDS
|
$1.74M |
Top Sells
Sector Composition
| 1 | Technology | 6.59% |
| 2 | Industrials | 5.66% |
| 3 | Financials | 4.74% |
| 4 | Consumer Discretionary | 3.76% |
| 5 | Real Estate | 3.37% |
