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Independence Trust Portfolio holdings

AUM $90.5M
1-Year Est. Return 24.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$63.4M
AUM Growth
-$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
70
New
Increased
Reduced
Closed

Top Buys

1
+$147K
2
+$70.6K
3
+$36K
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$32.2K
5
NEE icon
NextEra Energy
NEE
+$24.8K

Top Sells

1
+$679K
2
+$593K
3
+$584K
4
GE icon
GE Aerospace
GE
+$582K
5
JNJ icon
Johnson & Johnson
JNJ
+$579K

Sector Composition

1 Healthcare 16.92%
2 Industrials 14.7%
3 Technology 13.72%
4 Consumer Staples 11.02%
5 Communication Services 10.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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