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
101
$83K 0.06%
+1,095
102
$82K 0.06%
+440
103
$80K 0.06%
915
104
$79K 0.06%
3,350
105
$74K 0.06%
510
106
$74K 0.06%
900
107
$72K 0.06%
308
108
$67K 0.05%
3,836
109
$67K 0.05%
1,000
110
$61K 0.05%
359
111
$60K 0.05%
750
112
$59K 0.05%
+200
113
$59K 0.05%
950
-560
114
$54K 0.04%
250
115
$53K 0.04%
600
116
$52K 0.04%
300
117
$51K 0.04%
258
118
$50K 0.04%
700
119
$50K 0.04%
4,400
-600
120
$49K 0.04%
2,100
121
$49K 0.04%
700
122
$45K 0.03%
245
123
$45K 0.03%
+1,125
124
$44K 0.03%
800
125
$44K 0.03%
+900
3 4
5
6 7