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IT
Independence Trust Portfolio holdings
AUM
$90.5M
1-Year Est. Return
24.36%
This Fund
S&P 500
1 Year Est. Return
+24.36%
AUM
$76.8M
AUM Growth
-$20.7M
(-21%)
Holding
106
Top Buys
| 1 | +$477K | |
| 2 | +$377K | |
| 3 | +$323K | |
| 4 |
MSD
Morgan Stanley Emerging Markets Debt Fund
MSD
|
+$293K |
| 5 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$287K |
Top Sells
| 1 | +$11.2M | |
| 2 | +$1.61M | |
| 3 | +$976K | |
| 4 |
BlackRock Credit Allocation Income Trust
BTZ
|
+$971K |
| 5 |
ACG
AllianceBernstein Income Fund Inc
ACG
|
+$827K |
Sector Composition
| 1 | Healthcare | 16.46% |
| 2 | Industrials | 15.65% |
| 3 | Technology | 13.02% |
| 4 | Communication Services | 11.57% |
| 5 | Consumer Staples | 10.24% |