TC

Touchstone Capital Portfolio holdings

AUM $195M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$105M
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$5.66M
2 +$1.93M
3 +$1.56M
4
LIT icon
Global X Lithium & Battery Tech ETF
LIT
+$1.39M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$375K

Top Sells

1 +$2.6M
2 +$761K
3 +$662K
4
COIN icon
Coinbase
COIN
+$281K
5
RGR icon
Sturm, Ruger & Co
RGR
+$229K

Sector Composition

1 Financials 32.72%
2 Technology 24.99%
3 Healthcare 14.83%
4 Industrials 9.6%
5 Consumer Discretionary 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$200K 0.19%
+561