IAA
Independence Asset Advisors Portfolio holdings
AUM
$161M
This Quarter Return
+1.14%
1 Year Return
+3.51%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$161M
AUM Growth
+$161M
(+421%)
Cap. Flow
+$130M
Cap. Flow
% of AUM
80.6%
Top 10 Holdings %
Top 10 Hldgs %
96.68%
Holding
17
New
4
Increased
7
Reduced
4
Closed
–
Top Buys
| 1 |
iShares Russell 1000 Value ETF
IWD
|
$59.5M |
| 2 |
VanEck CLO ETF
CLOI
|
$49.2M |
| 3 |
CLOB
VanEck AA-BB CLO ETF
CLOB
|
$19.4M |
| 4 |
United Parcel Service
UPS
|
$2.65M |
| 5 |
CVS Health
CVS
|
$2.38M |
Top Sells
Sector Composition
| 1 | Industrials | 2.95% |
| 2 | Healthcare | 1.48% |
