We are live on
!
Find out more
TI
Truehand Inc Portfolio holdings
AUM
$171M
1-Year Est. Return
25.9%
This Fund
S&P 500
This Quarter
Est. Return
-11.55%
1 Year Est. Return
+25.9%
3 Year Est. Return
+86.86%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$118M
AUM Growth
–
Cap. Flow
+$126M
Cap. Flow
% of AUM
107.24%
Top 10 Holdings %
Top 10 Hldgs %
34.52%
Holding
203
New
203
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Amazon
AMZN
|
+$10.7M |
| 2 |
IRBT
iRobot
IRBT
|
+$5.68M |
| 3 |
Johnson & Johnson
JNJ
|
+$4.29M |
| 4 |
Sysco
SYY
|
+$3.99M |
| 5 |
ExxonMobil
XOM
|
+$3.69M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Consumer Discretionary | 21.44% |
| 2 | Healthcare | 17.65% |
| 3 | Consumer Staples | 16.18% |
| 4 | Industrials | 10.07% |
| 5 | Energy | 6.88% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
S&P Global
SPGI
$133B
| $136K | 0.12% |
+800
| New | +$143K |
|
|
VAR
77
DELISTED
Varian Medical Systems, Inc.
VAR
| $136K | 0.12% |
+1,200
| New | +$137K |
|
78
Deluxe
DLX
$1.19B
| $129K | 0.11% |
+3,350
| New | +$160K |
|
79
Avery Dennison
AVY
$12.3B
| $122K | 0.1% |
+1,355
| New | +$128K |
|
80
Travelers Companies
TRV
$78.5B
| $120K | 0.1% |
+1,000
| New | +$125K |
|
81
Federal Realty Investment Trust
FRT
$10.9B
| $118K | 0.1% |
+1,000
| New | +$126K |
|
|
RDS.A
82
DELISTED
Royal Dutch Shell PLC ADS Class A
RDS.A
| $111K | 0.09% |
+1,900
| New | +$118K |
|
83
Apple
AAPL
$4.9T
| $108K | 0.09% |
+2,744
| New | +$133K |
|
84
Spire
SR
$4.81B
| $107K | 0.09% |
+1,450
| New | +$110K |
|
85
Berkshire Hathaway Class B
BRK.B
$1.06T
| $102K | 0.09% |
+500
| New | +$104K |
|
86
RTX Corp
RTX
$261B
| $102K | 0.09% |
+1,521
| New | +$119K |
|
87
Zimmer Biomet
ZBH
$17.6B
| $100K | 0.08% |
+995
| New | +$112K |
|
88
Western Union
WU
$2.77B
| $95K | 0.08% |
+5,600
| New | +$102K |
|
89
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.8B
| $94K | 0.08% |
+1,210
| New | +$94.1K |
|
90
Boeing
BA
$169B
| $79K | 0.07% |
+245
| New | +$84.6K |
|
91
General Mills
GIS
$20.3B
| $79K | 0.07% |
+2,025
| New | +$85.5K |
|
92
SLB Ltd
SLB
$70.3B
| $79K | 0.07% |
+2,184
| New | +$108K |
|
93
HP
HPQ
$22.7B
| $78K | 0.07% |
+3,836
| New | +$89.5K |
|
94
Caterpillar
CAT
$405B
| $76K | 0.06% |
+596
| New | +$77.5K |
|
95
Iron Mountain
IRM
$36.8B
| $72K | 0.06% |
+2,216
| New | +$72.7K |
|
96
Dover
DOV
$28.8B
| $71K | 0.06% |
+1,000
| New | +$81.7K |
|
97
Independent Bank
INDB
$4.02B
| $70K | 0.06% |
+1,000
| New | +$77.6K |
|
98
Becton Dickinson
BDX
$43.6B
| $68K | 0.06% |
+308
| New | +$71.5K |
|
|
HBI
99
DELISTED
Hanesbrands
HBI
| $63K | 0.05% |
+5,060
| New | +$78.8K |
|
100
Under Armour Class C
UA
$3.1B
| $60K | 0.05% |
+3,691
| New | +$69.9K |
|
Similar funds
KM
GC
MC
REMS
NM
FAC
ACM
MSO
Truehand Inc's Q4 2018 Portfolio in Review
Q4 2018 is the first quarter with a 13F filing on record for Truehand Inc, which disclosed 203 positions worth $118M. Its ten largest holdings account for 35% of the portfolio.
Its largest position is Amazon: 128,720 shares worth $9.67M.
By sector, the portfolio is most concentrated in Consumer Discretionary at 21% of assets, followed by Healthcare and Consumer Staples.
- Truehand Inc's largest Q4 2018 buy was Amazon: 128,720 shares worth $9.67M.
- Truehand Inc's ten largest holdings make up 35% of its $118M portfolio in Q4 2018.
- Truehand Inc disclosed 203 positions in Q4 2018, its first 13F filing on record.
Based on Truehand Inc's 13F filing for Q4 2018, filed 11 Feb 2019.