TAP

Tounjian Advisory Partners Portfolio holdings

AUM $295M
1-Year Est. Return 19.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$534M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1 +$26.8M
2 +$22.9M
3 +$22.6M
4
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$17.2M
5
AMZN icon
Amazon
AMZN
+$17.1M

Top Sells

No sells this quarter

Sector Composition

1 Technology 20.11%
2 Financials 11.1%
3 Consumer Discretionary 10.17%
4 Communication Services 6.77%
5 Healthcare 6.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$264K 0.05%
+14,496
227
$252K 0.05%
+698
228
$250K 0.05%
+5,516
229
$250K 0.05%
+532
230
$248K 0.05%
+5,720
231
$242K 0.05%
+1,682
232
$240K 0.04%
+5,132
233
$212K 0.04%
+1,622
234
$138K 0.03%
+10,452