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
$171M
AUM Growth
+$1.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1
+$4K

Top Sells

1
+$1.5M
2
+$604K
3
+$580K
4
ABT icon
Abbott
ABT
+$488K
5
ITW icon
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
BXP icon
51
Boston Properties
BXP
$11.2B
$952K 0.56%
8,266
-1,000
MMC icon
52
Marsh & McLennan
MMC
$86.8B
$882K 0.52%
5,073
DIA icon
53
SPDR Dow Jones Industrial Average ETF Trust
DIA
$40.4B
$843K 0.49%
2,320
KIM icon
54
Kimco Realty
KIM
$13.8B
$817K 0.48%
33,165
-3,097
WMT icon
55
Walmart
WMT
$810B
$747K 0.44%
15,480
MDLZ icon
56
Mondelez International
MDLZ
$73.1B
$684K 0.4%
10,320
QQQ icon
57
Invesco QQQ Trust
QQQ
$402B
$656K 0.38%
1,650
MO icon
58
Altria Group
MO
$95.1B
$640K 0.37%
13,503
GE icon
59
GE Aerospace
GE
$326B
$616K 0.36%
10,459
-802
T icon
60
AT&T
T
$174B
$544K 0.32%
29,316
-3,429
JPM icon
61
JPMorgan Chase
JPM
$842B
$514K 0.3%
3,247
-820
DHR icon
62
Danaher
DHR
$151B
$475K 0.28%
1,630
BRK.A icon
63
Berkshire Hathaway Class A
BRK.A
$1.02T
$451K 0.26%
1
CSCO icon
64
Cisco
CSCO
$293B
$382K 0.22%
6,028
SPGI icon
65
S&P Global
SPGI
$150B
$378K 0.22%
800
BP icon
66
BP
BP
$89.2B
$376K 0.22%
14,121
IFF icon
67
International Flavors & Fragrances
IFF
$15.9B
$324K 0.19%
2,152
UPS icon
68
United Parcel Service
UPS
$79.7B
$322K 0.19%
1,500
-400
AMT icon
69
American Tower
AMT
$82.7B
$293K 0.17%
1,000
NEE icon
70
NextEra Energy
NEE
$170B
$280K 0.16%
3,000
-2,000
CI icon
71
Cigna
CI
$69.1B
$267K 0.16%
1,162
-11
STT icon
72
State Street
STT
$32.6B
$265K 0.16%
2,845
AXP icon
73
American Express
AXP
$249B
$262K 0.15%
1,600
AMGN icon
74
Amgen
AMGN
$160B
$261K 0.15%
1,161
KHC icon
75
Kraft Heinz
KHC
$28.8B
$259K 0.15%
7,230
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3
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