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
$65.7M
AUM Growth
+$2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$4.08M
2 +$3.89M
3 +$1.78M
4
SNA icon
Snap-on
SNA
+$1.19M
5
CTRA icon
Coterra Energy
CTRA
+$739K

Top Sells

1 +$1.74M
2 +$1.38M
3 +$1.33M
4
COIN icon
Coinbase
COIN
+$1.32M
5
IDCC icon
InterDigital
IDCC
+$1.12M

Sector Composition

1 Technology 21.4%
2 Industrials 20.02%
3 Materials 15.65%
4 Consumer Discretionary 12.48%
5 Energy 11.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-2,405
27
-613