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
51
$604K 0.15%
14,808
52
$588K 0.15%
10,770
+1,000
53
$546K 0.14%
1,380
54
$440K 0.11%
62,800
55
$437K 0.11%
5,727
-1,610
56
$400K 0.1%
3,050
57
$355K 0.09%
7,223
58
$341K 0.08%
1,186
59
$313K 0.08%
1,389
60
$286K 0.07%
+10,300
61
$277K 0.07%
6,850
62
$269K 0.07%
2,525
63
$250K 0.06%
6,416
64
$244K 0.06%
3,500
65
$217K 0.05%
325
-40
66
$210K 0.05%
2,392
-1,256
67
$208K 0.05%
+1,215
68
$200K 0.05%
+2,800
69
$93.8K 0.02%
10,000
1 2
3