III

Independent Investors Inc Portfolio holdings

AUM $520M
1-Year Est. Return 15.92%
This Quarter Est. Return
1 Year Est. Return
+15.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$403M
AUM Growth
+$43.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$286K
2
+$208K
3
+$200K
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$54.6K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$20.5K

Top Sells

1
+$2.36M
2
+$347K
3
+$123K
4
KO icon
Coca-Cola
KO
+$116K
5
MMM icon
3M
MMM
+$110K

Sector Composition

1 Technology 59.68%
2 Healthcare 12.37%
3 Industrials 9.12%
4 Consumer Staples 4.56%
5 Consumer Discretionary 4.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.36M 0.59%
11,740
27
$2.25M 0.56%
36,225
-1,875
28
$2.13M 0.53%
28,366
29
$1.98M 0.49%
12,000
30
$1.91M 0.47%
9,749
31
$1.87M 0.47%
27,038
32
$1.82M 0.45%
6,183
33
$1.68M 0.42%
3,560
34
$1.65M 0.41%
17,900
35
$1.5M 0.37%
85,816
36
$1.44M 0.36%
2,890
37
$1.19M 0.3%
3,640
38
$1.16M 0.29%
11,120
39
$1.08M 0.27%
10,600
40
$1.07M 0.27%
20,500
41
$1.02M 0.25%
13,700
42
$989K 0.25%
11,550
43
$988K 0.25%
24,360
44
$941K 0.23%
5,770
45
$856K 0.21%
3,000
46
$811K 0.2%
7,820
-200
47
$799K 0.2%
41,375
-5,500
48
$721K 0.18%
8,216
49
$719K 0.18%
25,130
+490
50
$680K 0.17%
1,661
+50
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