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
$4.17M
AUM Growth
+$22.4K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1 +$44.9K

Top Sells

No sells this quarter

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$1.74M 41.69%
21,773
+562
2
$1.52M 36.39%
19,657
3
$372K 8.91%
1,619
4
$300K 7.18%
1,238
5
$243K 5.83%
5,389