TC

TAGStone Capital Portfolio holdings

AUM $252M
1-Year Est. Return 13.77%
This Quarter Est. Return
1 Year Est. Return
+13.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$252M
AUM Growth
+$10M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Sector Composition

1 Financials 8.16%
2 Consumer Discretionary 7.94%
3 Technology 4.13%
4 Consumer Staples 2.81%
5 Healthcare 1.98%