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
$4.15M
AUM Growth
+$200K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1 +$177K
2 +$1.25K
3 +$472

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$1.7M 40.99%
21,211
+2,200
2
$1.51M 36.49%
19,657
3
$382K 9.2%
1,619
+2
4
$309K 7.45%
1,238
+5
5
$244K 5.87%
5,389