TI

Truehand Inc Portfolio holdings

AUM $171M
1-Year Est. Return 25.9%
This Quarter Est. Return
1 Year Est. Return
+25.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$129M
AUM Growth
-$2.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$346K

Top Sells

1
+$1.93M
2
+$240K
3
+$111K
4
JPM icon
JPMorgan Chase
JPM
+$24K
5
NVS icon
Novartis
NVS
+$22K

Sector Composition

1 Consumer Discretionary 20.08%
2 Consumer Staples 18.17%
3 Healthcare 15.98%
4 Industrials 10.9%
5 Real Estate 7.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.98M 1.54%
18,233
27
$1.98M 1.54%
26,080
28
$1.96M 1.52%
22,737
29
$1.96M 1.52%
34,351
30
$1.74M 1.35%
62,880
31
$1.74M 1.35%
11,166
32
$1.73M 1.35%
28,885
-365
33
$1.71M 1.33%
33,105
-65
34
$1.68M 1.31%
49,272
35
$1.67M 1.3%
28,666
36
$1.53M 1.19%
9,480
37
$1.47M 1.15%
26,645
38
$1.35M 1.05%
91,052
39
$1.26M 0.98%
9,710
40
$1.18M 0.92%
43,199
-400
41
$1.18M 0.91%
15,980
42
$1.14M 0.89%
10,225
43
$1.13M 0.88%
7,762
44
$1.12M 0.87%
8,077
-82
45
$1.12M 0.87%
39,302
46
$1.08M 0.84%
14,183
47
$1.07M 0.84%
21,314
48
$808K 0.63%
27,731
49
$787K 0.61%
3,394
50
$690K 0.54%
5,867
-204
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