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
$171M
AUM Growth
+$1.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1 +$4K

Top Sells

1 +$1.5M
2 +$604K
3 +$580K
4
ABT icon
Abbott
ABT
+$488K
5
ITW icon
Illinois Tool Works
ITW
+$469K

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
AAPL icon
76
Apple
AAPL
$3.98T
$250K 0.15%
1,410
-50
ACN icon
77
Accenture
ACN
$154B
$235K 0.14%
566
-27
USB icon
78
US Bancorp
USB
$72.5B
$225K 0.13%
4,000
AVY icon
79
Avery Dennison
AVY
$13.5B
$223K 0.13%
1,030
MMM icon
80
3M
MMM
$86.2B
$222K 0.13%
1,491
OXY icon
81
Occidental Petroleum
OXY
$40.3B
$216K 0.13%
7,468
K icon
82
Kellanova
K
$28.9B
$199K 0.12%
3,282
-1,278
DOV icon
83
Dover
DOV
$24.4B
$182K 0.11%
1,000
IRM icon
84
Iron Mountain
IRM
$30.6B
$179K 0.1%
3,416
CTAS icon
85
Cintas
CTAS
$73.2B
$177K 0.1%
1,600
-2,400
SHY icon
86
iShares 1-3 Year Treasury Bond ETF
SHY
$24.1B
$167K 0.1%
1,950
IBM icon
87
IBM
IBM
$285B
$161K 0.09%
1,202
-55
TRV icon
88
Travelers Companies
TRV
$59.7B
$156K 0.09%
1,000
BRK.B icon
89
Berkshire Hathaway Class B
BRK.B
$1.03T
$150K 0.09%
500
ILCB icon
90
iShares Morningstar US Equity ETF
ILCB
$1.17B
$146K 0.09%
2,200
DIS icon
91
Walt Disney
DIS
$202B
$141K 0.08%
909
FRT icon
92
Federal Realty Investment Trust
FRT
$8.25B
$136K 0.08%
1,000
GIS icon
93
General Mills
GIS
$24.8B
$136K 0.08%
2,025
RMD icon
94
ResMed
RMD
$36.3B
$130K 0.08%
500
INTU icon
95
Intuit
INTU
$189B
$129K 0.08%
200
CVS icon
96
CVS Health
CVS
$99.6B
$125K 0.07%
1,209
ZBH icon
97
Zimmer Biomet
ZBH
$19.8B
$123K 0.07%
995
CAT icon
98
Caterpillar
CAT
$267B
$119K 0.07%
577
DRI icon
99
Darden Restaurants
DRI
$20.7B
$109K 0.06%
722
RLJ icon
100
RLJ Lodging Trust
RLJ
$1.03B
$109K 0.06%
7,837
-3,547