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
$130M
AUM Growth
+$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
214
New
Increased
Reduced
Closed

Top Buys

1
+$2.17M
2
+$1.36M
3
+$1.35M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$409K
5
DIS icon
Walt Disney
DIS
+$180K

Top Sells

1
+$450K
2
+$140K
3
+$111K
4
MAS icon
Masco
MAS
+$101K
5
MRK icon
Merck
MRK
+$93K

Sector Composition

1 Consumer Discretionary 23.55%
2 Consumer Staples 15.74%
3 Healthcare 15.7%
4 Industrials 10.89%
5 Real Estate 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.6M 12.83%
120,680
-3,260
2
$5.24M 4.04%
62,505
-200
3
$3.98M 3.07%
28,305
-601
4
$3.96M 3.06%
12,856
5
$3.64M 2.8%
11,992
-365
6
$3.46M 2.67%
19,794
-801
7
$3.29M 2.54%
60,268
-1,452
8
$3.03M 2.33%
34,606
-802
9
$2.85M 2.2%
23,831
-201
10
$2.74M 2.11%
54,513
-2,002
11
$2.64M 2.04%
14,315
-500
12
$2.54M 1.96%
34,433
-1,260
13
$2.46M 1.9%
25,078
-802
14
$2.41M 1.86%
9,971
-365
15
$2.39M 1.84%
43,366
-1,501
16
$2.36M 1.82%
52,761
17
$2.33M 1.8%
25,527
-802
18
$2.17M 1.67%
+55,633
19
$2.13M 1.65%
36,323
-1,401
20
$2.06M 1.58%
15,536
-602
21
$2.05M 1.58%
33,036
-850
22
$2.04M 1.57%
45,665
-500
23
$2.03M 1.56%
49,041
-1,050
24
$1.85M 1.43%
30,904
-1,051
25
$1.84M 1.42%
13,024
-502
1
2 3 4 5