III

Independent Investors Inc Portfolio holdings

AUM $538M
1-Year Est. Return 16.61%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$208M
AUM Growth
+$469K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$598K
2
+$392K
3
+$337K
4
SPNT icon
SiriusPoint
SPNT
+$259K
5
BA icon
Boeing
BA
+$143K

Top Sells

1
+$633K
2
+$525K
3
+$400K
4
MCD icon
McDonald's
MCD
+$139K
5
BMY icon
Bristol-Myers Squibb
BMY
+$128K

Sector Composition

1 Technology 26.21%
2 Industrials 20.52%
3 Healthcare 17.9%
4 Consumer Staples 10.06%
5 Energy 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$416K 0.2%
15,200
+3,200
77
$415K 0.2%
6,000
78
$399K 0.19%
+12,650
79
$378K 0.18%
16,900
-23,775
80
$315K 0.15%
10,400
81
$304K 0.15%
+4,300
82
$287K 0.14%
915
-400
83
$255K 0.12%
+16,100
84
$235K 0.11%
6,800
85
$215K 0.1%
2,600
86
$91K 0.04%
15,000
1 2 3
4