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Donald Trump did an awkward tap dance on immigration last week, and the stocks that stand to do well in the market under his presidency didn't fare much better.

TheStreet's Donald Trump Stock Portfolio, a set of 15 stocks set to prosper with Trump in the White House, tumbled by 3.12% from market close Friday, August 19 to market close Friday, August 26. The portfolio has declined 4.71% since July 22. Last week's performance marks its worst week yet.

The Trump portfolio's dip came during a strange week for the Trump campaign. The Republican presidential nominee appeared to waffle on his immigration stance, specifically on the issue of deportation, got himself into hot water over his new campaign CEO and yet again waded into controversy over his reaction to a tragedy.

Here's a look at some of the Trump portfolio highlights (and lowlights):

Capital One Financial (COF) - Get Capital One Financial Corporation Report was the portfolio's top performer last week, gaining 0.88% to close trading Friday at $69.16. The financial services company could benefit if the Consumer Financial Protection Bureau were eliminated in the event Trump is elected and dismantles Dodd-Frank, which he has said he would do. Shares of Capital One have declined about 4% year-to-date.

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Tetra Tech (TTEK) - Get Tetra Tech, Inc. Report climbed 0.81% last week to $34.98. It hit a new 52-week high during trading last week as well. The Pasadena, Calif.-based company is up more than 30% this year.

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The only other Trump portfolio stock in the green last week was Microsoft (MSFT) - Get Microsoft Corporation (MSFT) Report , which climbed 0.71% to $58.03. The Redmond, Wash.-based company has been hitting competitor Apple (AAPL) - Get Apple Inc. (AAPL) Report hard on the airwaves recently while promoting its Surface Pro 4 computer. In one ad, it labels the MacBook Air "a hat for your cat." It has also put out a teaser on Instagram for its upcoming Surface Book 2.

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Apple is a holding in Jim Cramer's Action Alerts PLUS Charitable Trust Portfolio. See how Cramer rates the stock here. Want to be alerted before Cramer buys or sells AAPL? Learn more now.

The biggest drag on the Trump portfolio last week was the Bitcoin Investment Trust (GBTC) - Get GRAYSCALE BITCOIN TRUST Report , which plunged by 15.34% to $82.97. The publicly-traded investment vehicle that derives its value from Bitcoin is trading far from its 52-week high of $144.00. The volatile vehicle is also trading well above its 52-week low of $23.75.

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Randgold Resources (GOLD) - Get Barrick Gold Corporation Report also tugged on the Trump portfolio. It ended trading Friday at $99.09, an 8.76% drop from market close the week prior. Federal Reserve chair Janet Yellen's comments last week -- and the anticipation of them -- pushed gold prices lower as speculation of an impending interest rate hike grows. Despite last week's dip, Randgold's share price is still up more than 55% year-to-date.

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The Geo Group (GEO) - Get GEO Group Inc Report fell 7.47% to $21.91. Shares of the private prison operator have been on the decline since the Department of Justice announced it would end its use of such entities. The company also saw a shareholder class action lawsuit filed against it last week.

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Here's how the entire Trump portfolio did last week, leading with the top gainers:

Capital One Financial 0.88%

Tetra Tech 0.81%

Microsoft 0.71%

Oracle (ORCL) - Get Oracle Corporation Report -0.15%

ExxonMobil (XOM) - Get Exxon Mobil Corporation Report -0.60%

Steel Dynamics (STLD) - Get Steel Dynamics, Inc. Report -0.65%

Boeing (BA) - Get Boeing Company Report -1.64%

Elbit Systems (ESLT) - Get Elbit Systems Ltd Report -1.93%

Northrop Grumman (NOC) - Get Northrop Grumman Corporation Report -2.53%

U.S. Steel (X) - Get United States Steel Corporation Report-2.89%

Cemex (CX) - Get Cemex SAB de CV Sponsored ADR Report -3.47%

Lockheed Martin (LMT) - Get Lockheed Martin Corporation (LMT) Report -3.81%

The Geo Group -7.47%

Randgold -8.76%

Bitcoin Investment Trust -15.34%