IAA
Independence Asset Advisors Portfolio holdings
AUM
$161M
This Quarter Return
+6.19%
1 Year Return
+3.51%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$3.95M
AUM Growth
–
Cap. Flow
+$3.95M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
5
New
5
Increased
–
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$54B
| $1.55M | 39.1% |
+19,011
| New | +$1.55M |
|
2
Vanguard Short-Term Corporate Bond ETF
VCSH
$35.2B
| $1.52M | 38.49% |
+19,657
| New | +$1.52M |
|
3
Vanguard Mid-Cap Growth ETF
VOT
$17.5B
| $355K | 8.98% |
+1,617
| New | +$355K |
|
4
Vanguard Mid-Cap ETF
VO
$86.9B
| $287K | 7.26% |
+1,233
| New | +$287K |
|
5
Harbor Scientific Alpha High-Yield ETF
SIHY
$163M
| $244K | 6.17% |
+5,389
| New | +$244K |
|