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
$164M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
215
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$797K
2
+$177K
3
+$136K
4
DIS icon
Walt Disney
DIS
+$129K
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$100K

Sector Composition

1 Consumer Discretionary 24.17%
2 Consumer Staples 14.64%
3 Healthcare 14.36%
4 Industrials 12.25%
5 Real Estate 7.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$766K 0.47%
2,320
52
$749K 0.46%
32,745
-1,854
53
$739K 0.45%
11,288
-131
54
$701K 0.43%
15,480
55
$693K 0.42%
25,763
56
$691K 0.42%
13,503
-300
57
$619K 0.38%
4,067
58
$618K 0.38%
5,073
-55
59
$604K 0.37%
10,320
60
$527K 0.32%
1,650
61
$386K 0.24%
1
62
$380K 0.23%
15,621
63
$378K 0.23%
5,000
-200
64
$341K 0.21%
4,000
65
$334K 0.2%
1,675
66
$323K 0.2%
1,900
67
$312K 0.19%
6,028
68
$300K 0.18%
2,152
69
$289K 0.18%
1,161
70
$289K 0.18%
7,230
71
$284K 0.17%
1,173
72
$282K 0.17%
800
73
$271K 0.17%
4,560
74
$240K 0.15%
1,491
75
$239K 0.15%
1,000
1 2
3
4 5