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TC
TAP Consulting Portfolio holdings
AUM
$489M
1-Year Est. Return
8.88%
This Fund
S&P 500
This Quarter
Est. Return
-9.06%
1 Year Est. Return
+8.88%
3 Year Est. Return
+3.08%
5 Year Est. Return
+48.03%
10 Year Est. Return
–
AUM
$360M
AUM Growth
-$21.2M
(-5.5%)
Cap. Flow
+$21.8M
Cap. Flow
% of AUM
6.06%
Top 10 Holdings %
Top 10 Hldgs %
42.04%
Holding
153
New
19
Increased
34
Reduced
53
Closed
36
Top Buys
| 1 |
iShares 0-1 Year Treasury Bond ETF
SHV
|
+$43.3M |
| 2 |
iShares Short Maturity Bond ETF
NEAR
|
+$33.8M |
| 3 |
iShares Floating Rate Bond ETF
FLOT
|
+$10.8M |
| 4 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
+$10.2M |
| 5 |
JPMorgan Ultra-Short Income ETF
JPST
|
+$7.24M |
Top Sells
| 1 |
iShares Preferred and Income Securities ETF
PFF
|
+$15.4M |
| 2 |
VanEck Fallen Angel High Yield Bond ETF
ANGL
|
+$15.4M |
| 3 |
Vanguard Information Technology ETF
VGT
|
+$13.4M |
| 4 |
Schwab US Aggregate Bond ETF
SCHZ
|
+$11.4M |
| 5 |
Pacer Trendpilot US Bond ETF
PTBD
|
+$8.59M |
Sector Composition
| 1 | Technology | 4.1% |
| 2 | Financials | 3.66% |
| 3 | Industrials | 3.21% |
| 4 | Real Estate | 2.91% |
| 5 | Healthcare | 2.25% |
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