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
126
$54K 0.03%
900
127
$52K 0.03%
500
-200
128
$51K 0.03%
400
129
$50K 0.03%
250
130
$47K 0.03%
8,949
131
$46K 0.03%
190
132
$45K 0.03%
943
133
$45K 0.03%
700
134
$44K 0.03%
609
135
$42K 0.03%
672
136
$40K 0.02%
950
137
$38K 0.02%
96
138
$38K 0.02%
625
139
$38K 0.02%
460
140
$38K 0.02%
650
141
$35K 0.02%
3,660
142
$35K 0.02%
10,345
143
$33K 0.02%
300
144
$32K 0.02%
474
145
$30K 0.02%
1,781
146
$29K 0.02%
300
147
$27K 0.02%
732
148
$27K 0.02%
375
149
$26K 0.02%
1,440
150
$25K 0.02%
130
4 5
6
7 8