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
$139M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$55.2M
2 +$3.2M
3 +$3.06M
4
JNJ icon
Johnson & Johnson
JNJ
+$2.85M
5
INTC icon
Intel
INTC
+$2.79M

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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$155K 0.11%
+19,660
102
$130K 0.09%
+14,070
103
$85K 0.06%
+16,309
104
$78K 0.06%
+28,200