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
101
$99K 0.06%
1,161
102
$97K 0.06%
500
103
$91K 0.06%
1,209
-130
104
$87K 0.05%
4,400
105
$85K 0.05%
782
-133
106
$84K 0.05%
1,000
107
$80K 0.05%
368
-142
108
$77K 0.05%
200
109
$75K 0.05%
5,402
110
$74K 0.05%
900
111
$73K 0.04%
308
112
$73K 0.04%
950
113
$72K 0.04%
700
114
$70K 0.04%
600
115
$67K 0.04%
2,100
116
$67K 0.04%
1,125
117
$66K 0.04%
300
-54
118
$64K 0.04%
750
119
$62K 0.04%
245
120
$60K 0.04%
1,125
121
$60K 0.04%
3,836
122
$59K 0.04%
2,184
123
$57K 0.03%
268
-172
124
$56K 0.03%
800
125
$55K 0.03%
258
3 4
5
6 7