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Home > Institutional Investor > Independence Trust Co > Profile

Instuitional Investor - Independence Trust Co

Fund Profile
Filing Period:
Fund Name: Independence Trust Co
Portfolio Value $90,544,000
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Home Depot Inc.
 HD 38,390 $7,276,000 8.03%
2.
Boeing Co
 BA 18,315 $5,401,000 5.96%
3.
3M Co
 MMM 25,568.088 $5,032,000 5.55%
4.
Comcast Corp
 CMCSA 122,374 $4,900,000 5.41%
5.
Apple Inc.
 AAPL 108,112 $4,574,000 5.05%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
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Returns since its inception in May 2014 (through Feb 16th, 2024)