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
$251M
AUM Growth
-$6.24M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$608K
2
+$95.9K
3
+$59.2K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$52.7K
5
BAC icon
Bank of America
BAC
+$31.4K

Top Sells

1
+$445K
2
+$153K
3
+$67.9K
4
JNJ icon
Johnson & Johnson
JNJ
+$67.6K
5
HHH icon
Howard Hughes
HHH
+$64.4K

Sector Composition

1 Technology 33.4%
2 Healthcare 17.7%
3 Industrials 17.7%
4 Consumer Staples 7.37%
5 Financials 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$259K 0.1%
14,774
77
$229K 0.09%
5,500
78
$223K 0.09%
4,150
-500
79
– –
-5,500
1 2 3
4