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
$227M
AUM Growth
+$4.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$225K
2
+$79.9K
3
+$44.8K
4
VZ icon
Verizon
VZ
+$94

Top Sells

1
+$2M
2
+$489K
3
+$306K
4
UPS icon
United Parcel Service
UPS
+$245K
5
APA icon
APA Corp
APA
+$244K

Sector Composition

1 Technology 30.25%
2 Industrials 18.91%
3 Healthcare 17.76%
4 Consumer Staples 9.47%
5 Energy 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$370K 0.16%
25,600
77
$356K 0.16%
10,400
78
$343K 0.15%
19,205
79
$336K 0.15%
6,000
80
$297K 0.13%
12,650
81
$275K 0.12%
770
82
$227K 0.1%
6,300
-500
83
$225K 0.1%
+2,200
84
$131K 0.06%
11,400
-3,600
85
– –
-59,380
86
– –
-4,600
87
– –
-2,600
1 2 3
4