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
$508M
AUM Growth
+$34.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
165
New
Increased
Reduced
Closed

Top Buys

1 +$9.13M
2 +$8.59M
3 +$3.4M
4
PH icon
Parker-Hannifin
PH
+$2.47M
5
TGT icon
Target
TGT
+$2.4M

Top Sells

1 +$4.2M
2 +$3.23M
3 +$2.43M
4
SHW icon
Sherwin-Williams
SHW
+$2.27M
5
SMIN icon
iShares MSCI India Small-Cap ETF
SMIN
+$2.13M

Sector Composition

1 Technology 2.61%
2 Industrials 1.94%
3 Financials 1.4%
4 Materials 1.33%
5 Real Estate 1.1%