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
$106M
AUM Growth
-$25.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Top Buys

1
+$701K
2
+$617K
3
+$557K
4
SYY icon
Sysco
SYY
+$302K
5
WY icon
Weyerhaeuser
WY
+$290K

Top Sells

1
+$136K
2
+$110K
3
+$97.5K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$67K
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$32.9K

Sector Composition

1 Consumer Discretionary 20.39%
2 Healthcare 18.21%
3 Consumer Staples 18.17%
4 Industrials 11.11%
5 Real Estate 6.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.1M 11.4%
123,940
-1,000
2
$3.79M 3.57%
28,906
-1,040
3
$3.52M 3.32%
12,357
4
$3.31M 3.13%
12,856
-260
5
$2.93M 2.76%
20,595
+485
6
$2.82M 2.66%
61,720
+6,610
7
$2.75M 2.59%
35,408
+1,200
8
$2.64M 2.49%
24,032
-1,000
9
$2.62M 2.47%
35,693
10
$2.56M 2.42%
62,705
11
$2.45M 2.31%
14,815
+415
12
$2.41M 2.27%
44,867
13
$2.33M 2.2%
52,761
+1,190
14
$2.1M 1.98%
37,724
15
$2.08M 1.96%
26,329
16
$2.06M 1.95%
10,336
17
$1.97M 1.86%
25,880
18
$1.95M 1.84%
56,515
19
$1.94M 1.83%
16,138
20
$1.8M 1.7%
50,091
+5,410
21
$1.75M 1.65%
46,165
+2,785
22
$1.75M 1.65%
44,666
23
$1.73M 1.63%
13,526
24
$1.73M 1.63%
31,955
25
$1.63M 1.54%
18,109
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