IAA
Independence Asset Advisors Portfolio holdings
AUM
$161M
This Quarter Return
-0.82%
1 Year Return
+3.51%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$4.17M
AUM Growth
+$4.17M
(+0.54%)
Cap. Flow
+$44.9K
Cap. Flow
% of AUM
1.08%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
5
New
–
Increased
1
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
$44.9K |
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
| $1.74M | 41.69% |
21,773
+562
| +3% | +$44.9K |
|
2
Vanguard Short-Term Corporate Bond ETF
VCSH
$35.2B
| $1.52M | 36.39% |
19,657
| – | – |
|
3
Vanguard Mid-Cap Growth ETF
VOT
$17.5B
| $372K | 8.91% |
1,619
| – | – |
|
4
Vanguard Mid-Cap ETF
VO
$86.9B
| $300K | 7.18% |
1,238
| – | – |
|
5
Harbor Scientific Alpha High-Yield ETF
SIHY
$163M
| $243K | 5.83% |
5,389
| – | – |
|