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
$130M
AUM Growth
+$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$2.17M
2
+$1.36M
3
+$1.35M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$409K
5
DIS icon
Walt Disney
DIS
+$180K

Top Sells

1
+$450K
2
+$140K
3
+$111K
4
MAS icon
Masco
MAS
+$101K
5
MRK icon
Merck
MRK
+$93K

Sector Composition

1 Consumer Discretionary 23.55%
2 Consumer Staples 15.74%
3 Healthcare 15.7%
4 Industrials 10.89%
5 Real Estate 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$618K 0.48%
15,480
52
$598K 0.46%
2,320
53
$559K 0.43%
21,837
-702
54
$554K 0.43%
5,161
-1
55
$543K 0.42%
13,833
-300
56
$528K 0.41%
10,320
-207
57
$489K 0.38%
25,829
-1,102
58
$409K 0.32%
+1,650
59
$392K 0.3%
11,526
-221
60
$383K 0.3%
4,067
61
$364K 0.28%
15,621
-528
62
$312K 0.24%
5,200
63
$287K 0.22%
4,631
-2
64
$281K 0.22%
6,028
65
$278K 0.21%
2,268
-2
66
$274K 0.21%
1,161
67
$266K 0.21%
4,000
68
$264K 0.2%
800
69
$263K 0.2%
1,675
70
$259K 0.2%
1,000
71
$233K 0.18%
1,083
72
$230K 0.18%
7,230
-69
73
$220K 0.17%
1,173
-32
74
$211K 0.16%
1,900
75
$195K 0.15%
1,491
1 2
3
4 5