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
$106M
AUM Growth
-$25.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$701K
2
+$617K
3
+$557K
4
SYY icon
Sysco
SYY
+$302K
5
WY icon
Weyerhaeuser
WY
+$290K

Top Sells

1
+$136K
2
+$110K
3
+$97.5K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$67K
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$32.9K

Sector Composition

1 Consumer Discretionary 20.39%
2 Healthcare 18.21%
3 Consumer Staples 18.17%
4 Industrials 11.11%
5 Real Estate 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$527K 0.5%
10,527
52
$509K 0.48%
2,320
-150
53
$465K 0.44%
11,747
+186
54
$446K 0.42%
5,162
55
$394K 0.37%
16,149
56
$389K 0.37%
26,931
57
$366K 0.35%
4,067
58
$313K 0.3%
5,200
59
$261K 0.25%
4,633
60
$237K 0.22%
6,028
+1,825
61
$235K 0.22%
1,161
62
$232K 0.22%
2,270
63
$218K 0.21%
1,000
64
$213K 0.2%
1,205
65
$206K 0.19%
1,675
66
$196K 0.18%
800
67
$180K 0.17%
7,299
+1,660
68
$177K 0.17%
1,083
69
$177K 0.17%
1,900
70
$173K 0.16%
4,000
71
$170K 0.16%
1,491
72
$152K 0.14%
2,845
73
$150K 0.14%
1,414
74
$138K 0.13%
4,000
75
$137K 0.13%
1,600
1 2
3
4 5