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
76
$239K 0.15%
2,845
77
$226K 0.14%
1,600
78
$221K 0.14%
4,000
79
$212K 0.13%
1,200
80
$203K 0.12%
7,644
81
$189K 0.12%
1,030
82
$178K 0.11%
1,460
-300
83
$176K 0.11%
11,384
84
$168K 0.1%
909
-700
85
$168K 0.1%
1,950
86
$164K 0.1%
593
-490
87
$160K 0.1%
1,257
-157
88
$155K 0.09%
995
89
$150K 0.09%
1,000
90
$141K 0.09%
3,350
91
$137K 0.08%
1,000
92
$134K 0.08%
577
-238
93
$128K 0.08%
500
94
$126K 0.08%
3,416
95
$124K 0.08%
2,025
96
$123K 0.08%
2,200
-540
97
$122K 0.07%
3,836
98
$107K 0.07%
1,450
99
$103K 0.06%
722
-373
100
$101K 0.06%
1,000
2 3
4
5 6