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
$106M
AUM Growth
-$25.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$701K
2
+$617K
3
+$557K
4
SYY icon
Sysco
SYY
+$302K
5
WY icon
Weyerhaeuser
WY
+$290K

Top Sells

1
+$136K
2
+$110K
3
+$97.5K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$67K
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$32.9K

Sector Composition

1 Consumer Discretionary 20.39%
2 Healthcare 18.21%
3 Consumer Staples 18.17%
4 Industrials 11.11%
5 Real Estate 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.61M 1.52%
33,886
27
$1.6M 1.51%
75,259
28
$1.54M 1.45%
47,171
+18,886
29
$1.47M 1.39%
47,441
30
$1.35M 1.28%
21,937
31
$1.34M 1.26%
79,045
+17,142
32
$1.31M 1.23%
23,835
+12,778
33
$1.3M 1.22%
9,480
34
$1.28M 1.21%
9,225
35
$1.27M 1.2%
8,077
36
$1.26M 1.19%
27,485
+1,340
37
$1.14M 1.07%
36,891
+3,040
38
$1.08M 1.02%
59,070
+30,404
39
$1.06M 1%
15,980
40
$1.01M 0.95%
42,399
41
$978K 0.92%
8,063
+551
42
$947K 0.89%
12,983
43
$896K 0.85%
9,710
44
$888K 0.84%
87,852
45
$793K 0.75%
36,018
-1,165
46
$738K 0.7%
61,448
47
$647K 0.61%
22,539
+1,825
48
$634K 0.6%
3,394
49
$586K 0.55%
15,480
50
$546K 0.52%
14,133
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