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
$171M
AUM Growth
+$1.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
194
New
Increased
Reduced
Closed

Top Buys

1 +$4K

Top Sells

1 +$1.5M
2 +$604K
3 +$580K
4
ABT icon
Abbott
ABT
+$488K
5
ITW icon
Illinois Tool Works
ITW
+$469K

Sector Composition

1 Consumer Discretionary 20.71%
2 Consumer Staples 15.34%
3 Healthcare 14.9%
4 Industrials 11.79%
5 Real Estate 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
VSS icon
126
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$9.47B
$54K 0.03%
400
BBVA icon
127
Banco Bilbao Vizcaya Argentaria
BBVA
$131B
$53K 0.03%
8,949
CARR icon
128
Carrier Global
CARR
$45.3B
$52K 0.03%
950
SYK icon
129
Stryker
SYK
$136B
$51K 0.03%
190
ECL icon
130
Ecolab
ECL
$74.7B
$50K 0.03%
213
MBI icon
131
MBIA
MBI
$365M
$48K 0.03%
3,060
-600
EFAV icon
132
iShares MSCI EAFE Min Vol Factor ETF
EFAV
$5.15B
$47K 0.03%
609
IVV icon
133
iShares Core S&P 500 ETF
IVV
$698B
$46K 0.03%
96
EEMV icon
134
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$3.75B
$42K 0.02%
672
OTIS icon
135
Otis Worldwide
OTIS
$33.9B
$41K 0.02%
474
PAYX icon
136
Paychex
PAYX
$40.4B
$41K 0.02%
300
NEM icon
137
Newmont
NEM
$111B
$39K 0.02%
625
XRAY icon
138
Dentsply Sirona
XRAY
$2.24B
$39K 0.02%
700
BBL
139
DELISTED
BHP Group Plc American Depositary Shares (Each representing two Ordinary Shares)
BBL
$39K 0.02%
650
QCOM icon
140
Qualcomm
QCOM
$188B
$35K 0.02%
191
SAN icon
141
Banco Santander
SAN
$172B
$34K 0.02%
10,345
PSX icon
142
Phillips 66
PSX
$51.9B
$33K 0.02%
460
SHV icon
143
iShares Trust iShares 0-1 Year Treasury Bond ETF
SHV
$19.8B
$33K 0.02%
300
FITB icon
144
Fifth Third Bancorp
FITB
$31.6B
$32K 0.02%
732
MGEE icon
145
MGE Energy Inc
MGEE
$2.88B
$31K 0.02%
375
APA icon
146
APA Corp
APA
$8.55B
$29K 0.02%
1,090
KMI icon
147
Kinder Morgan
KMI
$58.9B
$28K 0.02%
1,781
TD icon
148
Toronto Dominion Bank
TD
$157B
$28K 0.02%
366
CLX icon
149
Clorox
CLX
$12B
$23K 0.01%
130
UA icon
150
Under Armour Class C
UA
$1.83B
$21K 0.01%
1,150