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
$164M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$797K
2
+$177K
3
+$136K
4
DIS icon
Walt Disney
DIS
+$129K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$100K

Sector Composition

1 Consumer Discretionary 24.17%
2 Consumer Staples 14.64%
3 Healthcare 14.36%
4 Industrials 12.25%
5 Real Estate 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.51M 1.54%
43,217
27
$2.29M 1.4%
36,190
28
$2.22M 1.36%
43,566
29
$2.19M 1.34%
15,470
30
$2.14M 1.31%
7,529
-200
31
$2.04M 1.24%
17,241
32
$1.97M 1.2%
30,771
33
$1.87M 1.14%
35,258
-649
34
$1.79M 1.1%
12,908
35
$1.74M 1.06%
9,230
-250
36
$1.73M 1.06%
7,327
-750
37
$1.7M 1.04%
46,241
-30
38
$1.63M 1%
8,725
39
$1.6M 0.98%
15,236
40
$1.58M 0.97%
43,693
41
$1.58M 0.96%
35,944
42
$1.48M 0.9%
20,613
43
$1.44M 0.88%
26,167
44
$1.23M 0.75%
84,352
45
$1.18M 0.72%
14,980
46
$1.13M 0.69%
12,683
47
$1.04M 0.63%
3,394
48
$938K 0.57%
9,266
49
$899K 0.55%
40,699
50
$850K 0.52%
21,771
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