TI
Truehand Inc Portfolio holdings
AUM
$171M
1-Year Est. Return
25.9%
1 Year Est. Return
+25.9%
AUM
$171M
AUM Growth
+$1.59M
(+0.94%)
Holding
194
Top Sells
| 1 | +$1.5M | |
| 2 | +$604K | |
| 3 | +$580K | |
| 4 |
Abbott
ABT
|
+$488K |
| 5 |
Illinois Tool Works
ITW
|
+$469K |
Sector Composition
| 1 | Consumer Discretionary | 20.71% |
| 2 | Consumer Staples | 15.34% |
| 3 | Healthcare | 14.9% |
| 4 | Industrials | 11.79% |
| 5 | Real Estate | 8.01% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Microsoft
MSFT
$3.84T
| $2.46M | 1.44% |
7,327
|
|
||
27
Pfizer
PFE
$140B
| $2.41M | 1.41% |
40,804
-2,889
|
|
||
28
PepsiCo
PEP
$196B
| $2.33M | 1.36% |
13,395
-2,075
|
|
||
29
Merck
MRK
$206B
| $2.3M | 1.35% |
29,998
-2,600
|
|
||
30
Verizon
VZ
$166B
| $2.12M | 1.24% |
40,717
-2,500
|
|
||
31
Bristol-Myers Squibb
BMY
$93.7B
| $2.07M | 1.21% |
33,190
-3,000
|
|
||
32
Automatic Data Processing
ADP
$104B
| $2.02M | 1.18% |
8,205
-1,025
|
|
||
33
UDR
UDR
$11.2B
| $1.98M | 1.16% |
33,026
-2,918
|
|
||
|
RDS.B
34
DELISTED
Royal Dutch Shell PLC ADS Class B
RDS.B
| $1.92M | 1.12% |
44,241
|
|
||
35
Eli Lilly
LLY
$802B
| $1.83M | 1.07% |
6,625
-2,100
|
|
||
36
FedEx
FDX
$59.7B
| $1.75M | 1.02% |
6,749
-780
|
|
||
37
Equity Residential
EQR
$22.5B
| $1.68M | 0.99% |
18,613
-2,000
|
|
||
38
Kimberly-Clark
KMB
$33.9B
| $1.67M | 0.98% |
11,708
-1,200
|
|
||
39
Medtronic
MDT
$116B
| $1.66M | 0.97% |
16,050
-1,191
|
|
||
40
Viatris
VTRS
$12.2B
| $1.65M | 0.97% |
122,051
-7,000
|
|
||
41
Chevron
CVX
$310B
| $1.64M | 0.96% |
13,987
-49
|
|
||
42
Brinker International
EAT
$4.67B
| $1.59M | 0.93% |
43,348
-4,000
|
|
||
43
Intel
INTC
$188B
| $1.47M | 0.86% |
28,571
-2,200
|
|
||
44
Home Depot
HD
$377B
| $1.4M | 0.82% |
3,377
-17
|
|
||
|
RFI
45
Cohen & Steers Total Return Realty Fund
RFI
$307M
| $1.34M | 0.78% |
77,952
-6,400
|
|
||
|
WBA
46
DELISTED
Walgreens Boots Alliance
WBA
| $1.26M | 0.74% |
24,167
-2,000
|
|
||
47
Philip Morris
PM
$225B
| $1.21M | 0.71% |
12,683
|
|
||
48
Colgate-Palmolive
CL
$60.6B
| $1.11M | 0.65% |
12,980
-2,000
|
|
||
|
ELME
49
Elme Communities
ELME
$1.45B
| $974K | 0.57% |
37,699
-3,000
|
|
||
50
Wells Fargo
WFC
$274B
| $972K | 0.57% |
20,271
-1,500
|
|