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
$5.05M
AUM Growth
+$876K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

1
+$882K
2
+$2.38K
3
+$1.46K

Top Sells

1
+$101K
2
+$95.7K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.73M 34.3%
20,633
-1,140
2
$1.46M 28.94%
18,381
-1,276
3
$882K 17.46%
+18,564
4
$396K 7.83%
1,625
+6
5
$329K 6.52%
1,247
+9
6
$250K 4.95%
5,389