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
$129M
AUM Growth
-$2.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$346K

Top Sells

1
+$1.93M
2
+$240K
3
+$111K
4
JPM icon
JPMorgan Chase
JPM
+$24K
5
NVS icon
Novartis
NVS
+$22K

Sector Composition

1 Consumer Discretionary 20.08%
2 Consumer Staples 18.17%
3 Healthcare 15.98%
4 Industrials 10.9%
5 Real Estate 7.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$669K 0.52%
2,485
52
$659K 0.51%
17,349
-293
53
$643K 0.5%
15,733
-100
54
$628K 0.49%
11,356
55
$612K 0.48%
15,480
56
$580K 0.45%
13,006
-95
57
$576K 0.45%
5,762
58
$398K 0.31%
7,200
59
$357K 0.28%
8,039
+7,799
60
$306K 0.24%
2,495
61
$303K 0.24%
5,200
62
$280K 0.22%
4,633
63
$268K 0.21%
4,000
64
$228K 0.18%
1,900
65
$225K 0.17%
1,161
66
$221K 0.17%
1,000
67
$214K 0.17%
1,675
68
$208K 0.16%
1,083
69
$208K 0.16%
4,203
70
$205K 0.16%
1,491
71
$197K 0.15%
1,414
72
$196K 0.15%
800
73
$189K 0.15%
1,600
74
$187K 0.15%
1,233
75
$168K 0.13%
2,845
1 2
3
4 5