IT
Independence Trust Portfolio holdings
AUM
$90.5M
1-Year Est. Return
24.36%
1 Year Est. Return
+24.36%
AUM
$87.6M
AUM Growth
+$3.44M
(+4.1%)
Holding
80
Top Buys
| 1 | +$516K | |
| 2 | +$256K | |
| 3 | +$254K | |
| 4 |
Home Depot
HD
|
+$218K |
| 5 |
WisdomTree Japan SmallCap Dividend Fund
DFJ
|
+$213K |
Top Sells
| 1 | +$469K | |
| 2 | +$220K | |
| 3 | +$220K | |
| 4 |
Las Vegas Sands
LVS
|
+$219K |
| 5 |
Kimberly-Clark
KMB
|
+$216K |
Sector Composition
| 1 | Healthcare | 16.28% |
| 2 | Industrials | 15.29% |
| 3 | Technology | 14.44% |
| 4 | Consumer Staples | 11.07% |
| 5 | Communication Services | 9.95% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
76
Kimberly-Clark
KMB
$34.1B
| – | – |
-1,675
|
|
||
|
77
Las Vegas Sands
LVS
$45.1B
| – | – |
-3,422
|
|
||
78
Starbucks
SBUX
$95.8B
| – | – |
-3,772
|
|
||
|
RDS.A
79
DELISTED
Royal Dutch Shell PLC ADS Class A
RDS.A
| – | – |
-4,140
|
|
||
|
DD
80
DELISTED
Du Pont De Nemours E I
DD
| – | – |
-5,812
|
|