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
$129M
AUM Growth
-$2.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$346K

Top Sells

1
+$1.93M
2
+$240K
3
+$111K
4
JPM icon
JPMorgan Chase
JPM
+$24K
5
NVS icon
Novartis
NVS
+$22K

Sector Composition

1 Consumer Discretionary 20.08%
2 Consumer Staples 18.17%
3 Healthcare 15.98%
4 Industrials 10.9%
5 Real Estate 7.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$165K 0.13%
3,350
77
$154K 0.12%
1,355
78
$149K 0.12%
1,000
79
$143K 0.11%
1,200
80
$136K 0.11%
1,000
81
$133K 0.1%
995
82
$130K 0.1%
1,510
83
$126K 0.1%
1,450
84
$121K 0.09%
4,315
-50
85
$112K 0.09%
2,025
86
$112K 0.09%
1,900
87
$104K 0.08%
500
88
$101K 0.08%
1,161
-253
89
$100K 0.08%
1,000
90
$99K 0.08%
1,760
91
$98K 0.08%
1,210
92
$93K 0.07%
245
93
$77K 0.06%
5,000
94
$76K 0.06%
308
95
$75K 0.06%
1,000
96
$75K 0.06%
2,184
97
$73K 0.06%
3,836
98
$72K 0.06%
2,216
99
$70K 0.05%
750
100
$68K 0.05%
500
2 3
4
5 6