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
$169M
AUM Growth
-$525K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1 +$1.68M
2 +$1.09M
3 +$752K

Top Sells

1 +$826K
2 +$122K
3 +$88.6K
4
KSS icon
Kohl's
KSS
+$62K
5
BP icon
BP
BP
+$41K

Sector Composition

1 Consumer Discretionary 22.1%
2 Healthcare 15.13%
3 Consumer Staples 14.89%
4 Industrials 11.55%
5 Real Estate 7.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
STT icon
76
State Street
STT
$35.9B
$241K 0.14%
2,845
USB icon
77
US Bancorp
USB
$84.2B
$238K 0.14%
4,000
CI icon
78
Cigna
CI
$72.6B
$235K 0.14%
1,173
OXY icon
79
Occidental Petroleum
OXY
$39B
$221K 0.13%
7,468
-176
MMM icon
80
3M
MMM
$86B
$219K 0.13%
1,491
AVY icon
81
Avery Dennison
AVY
$14B
$213K 0.13%
1,030
AAPL icon
82
Apple
AAPL
$4.04T
$207K 0.12%
1,460
ACN icon
83
Accenture
ACN
$168B
$190K 0.11%
593
RLJ icon
84
RLJ Lodging Trust
RLJ
$1.18B
$169K 0.1%
11,384
SHY icon
85
iShares 1-3 Year Treasury Bond ETF
SHY
$23.4B
$168K 0.1%
1,950
IBM icon
86
IBM
IBM
$281B
$167K 0.1%
1,257
DOV icon
87
Dover
DOV
$26.9B
$156K 0.09%
1,000
DIS icon
88
Walt Disney
DIS
$199B
$154K 0.09%
909
TRV icon
89
Travelers Companies
TRV
$65.3B
$152K 0.09%
1,000
IRM icon
90
Iron Mountain
IRM
$23.7B
$148K 0.09%
3,416
ZBH icon
91
Zimmer Biomet
ZBH
$17.7B
$141K 0.08%
995
BRK.B icon
92
Berkshire Hathaway Class B
BRK.B
$1.07T
$136K 0.08%
500
ILCB icon
93
iShares Morningstar US Equity ETF
ILCB
$1.17B
$133K 0.08%
2,200
RMD icon
94
ResMed
RMD
$35.8B
$132K 0.08%
500
GIS icon
95
General Mills
GIS
$25.5B
$121K 0.07%
2,025
DLX icon
96
Deluxe
DLX
$1.01B
$120K 0.07%
3,350
FRT icon
97
Federal Realty Investment Trust
FRT
$8.75B
$118K 0.07%
1,000
CAT icon
98
Caterpillar
CAT
$270B
$111K 0.07%
577
DRI icon
99
Darden Restaurants
DRI
$22.1B
$109K 0.06%
722
INTU icon
100
Intuit
INTU
$187B
$108K 0.06%
200