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
$132M
AUM Growth
+$3.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$75K
2
+$42.5K
3
+$38.3K

Top Sells

1
+$339K
2
+$251K
3
+$244K
4
AMZN icon
Amazon
AMZN
+$203K
5
USB icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.5M 8.75%
124,940
-2,200
2
$4.71M 3.58%
55,110
-3,965
3
$4.37M 3.31%
29,946
-800
4
$4.22M 3.2%
13,116
-40
5
$3.63M 2.75%
12,357
-360
6
$3.61M 2.74%
20,110
-600
7
$3.24M 2.46%
34,208
-600
8
$3.17M 2.41%
62,705
9
$3.13M 2.37%
25,032
-442
10
$3.1M 2.35%
35,693
-838
11
$3.03M 2.3%
43,380
-3,500
12
$2.85M 2.16%
51,571
-400
13
$2.85M 2.16%
14,400
-500
14
$2.75M 2.09%
44,867
-1,500
15
$2.71M 2.06%
56,515
-1,600
16
$2.65M 2.01%
75,259
-1,398
17
$2.58M 1.96%
33,886
-600
18
$2.58M 1.96%
61,448
-2,300
19
$2.51M 1.91%
44,681
-800
20
$2.43M 1.84%
10,336
-300
21
$2.42M 1.84%
37,724
-1,400
22
$2.29M 1.74%
25,880
-200
23
$2.29M 1.73%
26,329
-800
24
$2.21M 1.67%
16,138
-700
25
$2.2M 1.67%
33,851
-500
1
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