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
151
$25K 0.02%
191
152
$24K 0.01%
366
153
$24K 0.01%
1,324
154
$21K 0.01%
1,150
-1,725
155
$21K 0.01%
260
-28
156
$17K 0.01%
75
-175
157
$17K 0.01%
266
158
$16K 0.01%
232
159
$16K 0.01%
566
160
$16K 0.01%
150
161
$14K 0.01%
146
162
$13K 0.01%
450
163
$13K 0.01%
200
164
$12K 0.01%
722
165
$11K 0.01%
500
166
$11K 0.01%
939
167
$10K 0.01%
500
168
$10K 0.01%
480
169
$9K 0.01%
184
170
$9K 0.01%
93
171
$8K ﹤0.01%
384
172
$7K ﹤0.01%
20
173
$7K ﹤0.01%
57
174
$6K ﹤0.01%
291
175
$5K ﹤0.01%
137
5 6
7
8 9