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
$468M
AUM Growth
+$65.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
77
New
Increased
Reduced
Closed

Top Buys

1 +$237K
2 +$202K
3 +$201K
4
METV icon
Roundhill Ball Metaverse ETF
METV
+$154K

Top Sells

1 +$1.24M
2 +$203K
3 +$110K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$108K
5
BMY icon
Bristol-Myers Squibb
BMY
+$96K

Sector Composition

1 Technology 58.4%
2 Healthcare 11.96%
3 Industrials 9.69%
4 Consumer Discretionary 4.97%
5 Financials 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$202K 0.04%
1,687
77
$152K 0.03%
+10,000