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
1
$19.6M 6.08%
726,408
+175,600
2
$18.6M 5.77%
219,672
+52,538
3
$13M 4.03%
32,799
+4,156
4
$11.1M 3.44%
30,905
+3,588
5
$9.83M 3.05%
+51,927
6
$9.69M 3%
54,339
+21,798
7
$9.35M 2.9%
42,295
+1,261
8
$8.9M 2.76%
171,050
+15,645
9
$8.46M 2.62%
220,247
+32,534
10
$7.69M 2.39%
343,208
+55,971
11
$7.49M 2.32%
236,086
+51,335
12
$7.05M 2.19%
92,902
+12,163
13
$6.68M 2.07%
18,932
+2,685
14
$6.38M 1.98%
52,209
+784
15
$6.06M 1.88%
167,326
+73,377
16
$5.45M 1.69%
41,951
-730
17
$5.28M 1.64%
112,318
-14,367
18
$5M 1.55%
+29,054
19
$5M 1.55%
+188,193
20
$4.93M 1.53%
72,949
+6,839
21
$4.83M 1.5%
25,425
+1,547
22
$4.77M 1.48%
+77,839
23
$4.53M 1.41%
20,446
+18,338
24
$4.38M 1.36%
51,376
+2,952
25
$4.24M 1.31%
15,030
+161
1
2 3 4 5