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
$389M
AUM Growth
-$18.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
154
New
Increased
Reduced
Closed

Top Buys

1
+$3.77M
2
+$3.29M
3
+$3.02M
4
PINK icon
Simplify Health Care ETF
PINK
+$2.84M
5
WEAT icon
Teucrium Wheat Fund
WEAT
+$2.4M

Top Sells

1
+$11.4M
2
+$5.23M
3
+$2.55M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.1M
5
LLY icon
Eli Lilly
LLY
+$1.89M

Sector Composition

1 Technology 2.47%
2 Materials 1.68%
3 Industrials 1.21%
4 Financials 1.13%
5 Real Estate 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
– –
-6,146
152
– –
-4,031
153
– –
-8,170
154
– –
-4,055
3 4 5 6
7