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
$129M
AUM Growth
-$2.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$346K

Top Sells

1
+$1.93M
2
+$240K
3
+$111K
4
JPM icon
JPMorgan Chase
JPM
+$24K
5
NVS icon
Novartis
NVS
+$22K

Sector Composition

1 Consumer Discretionary 20.08%
2 Consumer Staples 18.17%
3 Healthcare 15.98%
4 Industrials 10.9%
5 Real Estate 7.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11M 8.58%
127,140
-160
2
$4.69M 3.65%
59,075
-50
3
$3.98M 3.09%
30,746
4
$3.9M 3.04%
13,156
5
$3.87M 3.01%
62,705
6
$3.66M 2.85%
12,717
-15
7
$3.31M 2.57%
46,880
-55
8
$3.24M 2.52%
20,710
9
$3.2M 2.49%
14,900
10
$3.17M 2.46%
25,474
11
$2.93M 2.28%
36,531
12
$2.89M 2.25%
34,808
13
$2.83M 2.2%
51,971
-4,413
14
$2.8M 2.18%
46,367
15
$2.72M 2.11%
63,748
16
$2.42M 1.88%
58,115
-100
17
$2.36M 1.83%
10,636
-15
18
$2.31M 1.8%
45,481
19
$2.31M 1.79%
16,838
20
$2.31M 1.79%
34,486
21
$2.27M 1.76%
27,129
22
$2.23M 1.74%
76,657
-63
23
$2.17M 1.69%
45,466
24
$1.99M 1.55%
14,026
-50
25
$1.98M 1.54%
39,124
1
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