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
$360M
AUM Growth
-$21.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
152
New
Increased
Reduced
Closed

Top Buys

1
+$43.3M
2
+$33.7M
3
+$10.7M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$10.1M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$7.22M

Top Sells

1
+$15.4M
2
+$15.4M
3
+$12.1M
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$11.4M
5
PTBD icon
Pacer Trendpilot US Bond ETF
PTBD
+$8.59M

Sector Composition

1 Technology 4.1%
2 Financials 3.67%
3 Industrials 3.21%
4 Real Estate 2.91%
5 Healthcare 2.25%
Name Market Value Portfolio Weight Shares or Principal Change
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