TI
Truehand Inc Portfolio holdings
AUM
$171M
This Quarter Return
+6.2%
1 Year Return
+25.9%
3 Year Return
+86.88%
5 Year Return
–
10 Year Return
–
AUM
$132M
AUM Growth
+$132M
(+2.5%)
Cap. Flow
-$3.89M
Cap. Flow
% of AUM
-2.95%
Top 10 Holdings %
Top 10 Hldgs %
33.92%
Holding
189
New
3
Increased
2
Reduced
57
Closed
5
Top Buys
| 1 |
iShares Short Treasury Bond ETF
SHV
|
$75K |
| 2 |
Kraft Heinz
KHC
|
$42.5K |
| 3 |
Iron Mountain
IRM
|
$38.3K |
Top Sells
| 1 |
Sysco
SYY
|
$339K |
| 2 |
JPMorgan Chase
JPM
|
$251K |
| 3 |
Exxon Mobil
XOM
|
$244K |
| 4 |
Amazon
AMZN
|
$203K |
| 5 |
US Bancorp
USB
|
$190K |
Sector Composition
| 1 | Consumer Discretionary | 18.89% |
| 2 | Consumer Staples | 17.56% |
| 3 | Healthcare | 16.95% |
| 4 | Industrials | 11.69% |
| 5 | Real Estate | 6.98% |
