IT
Independence Trust Portfolio holdings
AUM
$90.5M
This Quarter Return
+5.92%
1 Year Return
+24.36%
3 Year Return
+28.86%
5 Year Return
–
10 Year Return
–
AUM
$139M
AUM Growth
–
Cap. Flow
+$139M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
57.44%
Holding
104
New
104
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Kayne Anderson Energy Infrastructure Fund
KYN
|
$55.2M |
| 2 |
Home Depot
HD
|
$3.2M |
| 3 |
SRV
NXG Cushing Midstream Energy Fund
SRV
|
$3.07M |
| 4 |
Johnson & Johnson
JNJ
|
$2.86M |
| 5 |
Intel
INTC
|
$2.8M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Energy | 12.56% |
| 2 | Consumer Staples | 7.91% |
| 3 | Healthcare | 6.48% |
| 4 | Technology | 6.35% |
| 5 | Industrials | 4.52% |
