# Portfolio overlap — AIUP vs TSEL

Comparing **FINQ FIRST U.S. Large Cap AI-Managed Equity ETF** (2026-03-31) and **Touchstone ETF Trust-Touchstone Sands Capital US Select Growth ETF** (2026-03-31).

- Shared positions: 9
- FINQ FIRST U.S. Large Cap AI-Managed Equity ETF covered by Touchstone ETF Trust-Touchstone Sands Capital US Select Growth ETF: 0.4792755164225411539878801214
- Touchstone ETF Trust-Touchstone Sands Capital US Select Growth ETF covered by FINQ FIRST U.S. Large Cap AI-Managed Equity ETF: 0.4792755164225411539878801214

## FINQ FIRST U.S. Large Cap AI-Managed Equity ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| META PLATFORMS INC CL A | 0.155346 | ✓ |
| NVIDIA CORP | 0.152134 | ✓ |
| AMAZON.COM INC | 0.149541 | ✓ |
| FRST AM-GV OB-X | 0.048280 |  |
| ORACLE CORP | 0.046394 |  |
| BROADCOM INC | 0.046326 | ✓ |
| BLOCK INC CL A | 0.046001 | ✓ |
| UBER TECHNOLOGIES INC | 0.045217 |  |
| NETFLIX INC | 0.045200 | ✓ |
| MICROSOFT CORP | 0.044948 | ✓ |
| SALESFORCE INC | 0.044546 |  |
| DOORDASH INC-A | 0.044441 | ✓ |
| BOSTON SCIENTIFIC CORP | 0.043918 |  |
| SERVICENOW INC | 0.043860 |  |
| DATADOG INC CL A | 0.043849 | ✓ |

## Touchstone ETF Trust-Touchstone Sands Capital US Select Growth ETF — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| NVIDIA CORP | 0.166387 | ✓ |
| AMAZON.COM INC | 0.073129 | ✓ |
| DREY-GVT CSH-I | 0.066574 |  |
| META PLATFORMS INC CL A | 0.065757 | ✓ |
| MICROSOFT CORP | 0.062874 | ✓ |
| Spotify Technology SA | 0.050536 |  |
| SHOPIFY INC CL A | 0.049157 |  |
| ALPHABET INC CL A | 0.047922 |  |
| BROADCOM INC | 0.044891 | ✓ |
| CARVANA CO CL A | 0.036724 |  |
| CARPENTER TECHNOLOGY CORP | 0.035145 |  |
| NU Holdings Ltd/Cayman Islands | 0.032981 |  |
| BLOCK INC CL A | 0.032656 | ✓ |
| VISA INC-CLASS A | 0.029276 |  |
| NETFLIX INC | 0.026630 | ✓ |
| QUANTA SVCS INC | 0.025889 |  |
| INTERCONTINENTAL EXCHANGE INC | 0.025380 |  |
| DOORDASH INC-A | 0.024627 | ✓ |
| SAMSARA INC-CL A | 0.020874 |  |
| CLOUDFLARE INC-A | 0.020784 |  |
| APPLOVIN CORP | 0.015429 |  |
| DATADOG INC CL A | 0.014504 | ✓ |
| ROBLOX CORP - A | 0.014401 |  |
| AXON ENTERPRISE INC | 0.010252 |  |
| ULTRAGENYX PHARMA INC | 0.007220 |  |


## Sources

- N-PORT (fund A) — accession `0002000324-26-001962` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1742912/000200032426001962/0002000324-26-001962-index.htm>
- N-PORT (fund B) — accession `0001193125-26-246860` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1919700/000119312526246860/0001193125-26-246860-index.htm>

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_Data sourced from U.S. SEC EDGAR filings (Forms N-PORT, N-CEN, and prospectus Risk/Return summaries). FundWatcher is not affiliated with the SEC._

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