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
$130M
AUM Growth
+$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$2.17M
2
+$1.36M
3
+$1.35M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$409K
5
DIS icon
Walt Disney
DIS
+$180K

Top Sells

1
+$450K
2
+$140K
3
+$111K
4
MAS icon
Masco
MAS
+$101K
5
MRK icon
Merck
MRK
+$93K

Sector Composition

1 Consumer Discretionary 23.55%
2 Consumer Staples 15.74%
3 Healthcare 15.7%
4 Industrials 10.89%
5 Real Estate 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.74M 1.34%
77,644
-1,401
27
$1.74M 1.34%
73,157
-2,102
28
$1.7M 1.31%
43,666
-1,000
29
$1.64M 1.27%
8,077
30
$1.6M 1.24%
23,445
-390
31
$1.6M 1.23%
58,159
-911
32
$1.59M 1.22%
17,307
-802
33
$1.51M 1.17%
35,990
-901
34
$1.44M 1.11%
46,385
-1,056
35
$1.43M 1.1%
8,725
-500
36
$1.41M 1.09%
58,897
-2,551
37
$1.41M 1.09%
46,371
-800
38
$1.41M 1.09%
9,480
39
$1.36M 1.05%
+15,236
40
$1.35M 1.04%
+36,124
41
$1.22M 0.94%
20,713
-1,224
42
$1.11M 0.86%
26,233
-1,252
43
$1.1M 0.85%
14,980
-1,000
44
$1.09M 0.84%
7,762
-301
45
$1.04M 0.8%
84,652
-3,200
46
$906K 0.7%
40,799
-1,600
47
$889K 0.69%
12,683
-300
48
$850K 0.66%
3,394
49
$840K 0.65%
9,299
-411
50
$792K 0.61%
34,694
-1,324
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