TI

Truehand Inc Portfolio holdings

AUM $171M
1-Year Est. Return 25.9%
This Fund
S&P 500
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
+$5.16K

Top Sells

1
+$1.54M
2
+$556K
3
+$532K
4
ABT icon
Abbott
ABT
+$444K
5
ITW icon
Illinois Tool Works
ITW
+$441K

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
$8.21B
$952K 0.56%
8,266
-1,000
MRSH
52
Marsh
MRSH
$84.5B
$882K 0.52%
5,073
DIA icon
53
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$41.9B
$843K 0.49%
2,320
KIM icon
54
Kimco Realty
KIM
$15.2B
$817K 0.48%
33,165
-3,097
WMT icon
55
Walmart Inc
WMT
$1T
$747K 0.44%
15,480
MDLZ icon
56
Mondelez International
MDLZ
$73.8B
$684K 0.4%
10,320
QQQ icon
57
Invesco QQQ Trust
QQQ
$379B
$656K 0.38%
1,650
MO icon
58
Altria Group
MO
$110B
$640K 0.37%
13,503
GE icon
59
GE Aerospace
GE
$294B
$616K 0.36%
10,459
-802
T icon
60
AT&T
T
$198B
$544K 0.32%
29,316
-3,429
JPM icon
61
JPMorgan Chase
JPM
$795B
$514K 0.3%
3,247
-820
DHR icon
62
Danaher
DHR
$135B
$475K 0.28%
1,630
BRK.A icon
63
Berkshire Hathaway Class A
BRK.A
$1.03T
$451K 0.26%
1
CSCO icon
64
Cisco
CSCO
$312B
$382K 0.22%
6,028
SPGI icon
65
S&P Global
SPGI
$129B
$378K 0.22%
800
BP icon
66
BP
BP
$121B
$376K 0.22%
14,121
IFF icon
67
International Flavors & Fragrances
IFF
$18.5B
$324K 0.19%
2,152
UPS icon
68
United Parcel Service
UPS
$83.4B
$322K 0.19%
1,500
-400
AMT icon
69
American Tower
AMT
$81B
$293K 0.17%
1,000
NEE icon
70
NextEra Energy
NEE
$194B
$280K 0.16%
3,000
-2,000
CI icon
71
Cigna
CI
$71.2B
$267K 0.16%
1,162
-11
STT icon
72
State Street
STT
$35.9B
$265K 0.16%
2,845
AXP icon
73
American Express
AXP
$206B
$262K 0.15%
1,600
AMGN icon
74
Amgen
AMGN
$188B
$261K 0.15%
1,161
KHC icon
75
Kraft Heinz
KHC
$27B
$259K 0.15%
7,230
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3
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