IAA

Independence Asset Advisors Portfolio holdings

AUM $161M
1-Year Est. Return 3.51%
This Quarter Est. Return
1 Year Est. Return
+3.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.95M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1 +$1.55M
2 +$1.52M
3 +$355K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$287K
5
SIHY icon
Harbor Scientific Alpha High-Yield ETF
SIHY
+$244K

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$1.55M 39.1%
+19,011
2
$1.52M 38.49%
+19,657
3
$355K 8.98%
+1,617
4
$287K 7.26%
+1,233
5
$244K 6.17%
+5,389