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
76
$181K 0.14%
2,845
77
$180K 0.14%
+1,613
78
$169K 0.13%
+1,950
79
$163K 0.13%
1,414
80
$161K 0.12%
1,760
81
$152K 0.12%
1,600
82
$147K 0.11%
4,000
83
$147K 0.11%
1,200
84
$140K 0.11%
7,644
-278
85
$126K 0.1%
1,105
86
$125K 0.1%
2,025
87
$120K 0.09%
+2,740
88
$115K 0.09%
995
89
$114K 0.09%
1,000
90
$110K 0.08%
+11,612
91
$103K 0.08%
815
+455
92
$101K 0.08%
1,161
93
$97K 0.07%
1,000
94
$96K 0.07%
500
95
$95K 0.07%
1,450
96
$90K 0.07%
+2,595
97
$89K 0.07%
500
98
$89K 0.07%
3,416
99
$87K 0.07%
1,343
+1,085
100
$85K 0.07%
1,000
2 3
4
5 6