IT

Independence Trust Portfolio holdings

AUM $90.5M
1-Year Est. Return 24.36%
This Quarter Est. Return
1 Year Est. Return
+24.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$65M
AUM Growth
+$1.63M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$290K
2
+$235K
3
+$203K
4
NOC icon
Northrop Grumman
NOC
+$200K
5
XOM icon
Exxon Mobil
XOM
+$198K

Top Sells

1
+$407K
2
+$215K
3
+$153K
4
HD icon
Home Depot
HD
+$123K
5
GE icon
GE Aerospace
GE
+$104K

Sector Composition

1 Healthcare 16.25%
2 Industrials 14.93%
3 Technology 12.67%
4 Consumer Staples 11.78%
5 Communication Services 11.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-3,926
52
– –
-2,165
53
– –
-6,433
1 2
3