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
$84.2M
AUM Growth
+$6.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$1.48M
2
+$436K
3
+$413K
4
AAPL icon
Apple
AAPL
+$363K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$357K

Top Sells

1
+$857K
2
+$318K
3
+$272K
4
NWL icon
Newell Brands
NWL
+$221K
5
KHC icon
Kraft Heinz
KHC
+$207K

Sector Composition

1 Healthcare 16.08%
2 Industrials 14.69%
3 Technology 13.9%
4 Consumer Staples 11.82%
5 Communication Services 10.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$175K 0.21%
20,000
77
$95K 0.11%
10,408
-1,130
78
– –
-6,734
79
– –
-2,279
80
– –
-4,691
81
– –
-9,721
82
– –
-2,670
1 2 3
4