TI
Truehand Inc Portfolio holdings
AUM
$171M
This Quarter Return
-1.21%
1 Year Return
+25.9%
3 Year Return
+86.88%
5 Year Return
–
10 Year Return
–
AUM
$169M
AUM Growth
-$525K
(-0.31%)
Cap. Flow
+$2.32M
Cap. Flow
% of AUM
1.37%
Top 10 Holdings %
Top 10 Hldgs %
36.99%
Holding
200
New
1
Increased
2
Reduced
10
Closed
7
Top Buys
| 1 |
Viatris
VTRS
|
$1.68M |
| 2 |
Exxon Mobil
XOM
|
$1.09M |
| 3 |
Kimco Realty
KIM
|
$752K |
Top Sells
| 1 |
WRI
Weingarten Realty Investors
WRI
|
$826K |
| 2 |
Chevron
CVX
|
$122K |
| 3 |
RDS.B
Royal Dutch Shell PLC ADS Class B
RDS.B
|
$88.6K |
| 4 |
Kohl's
KSS
|
$62K |
| 5 |
BP
BP
|
$41K |
Sector Composition
| 1 | Consumer Discretionary | 22.1% |
| 2 | Healthcare | 15.13% |
| 3 | Consumer Staples | 14.89% |
| 4 | Industrials | 11.55% |
| 5 | Real Estate | 7.57% |
