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American Independence Financial Services LLC

Portfolio Profile

CIK: 0001392910 | NEW YORK, NY

$10.4K
AUM
8
Positions
100%
Top 10 Conc.
100%
Top 25 Conc.

Top Holdings

#SecuritySharesValue% of Portfolio
1Spdr S&P 500 ETF TR(SPY)8,900$2.6K25.01%
2SSgA Active ETF TR(TOTL)44,200$2.2K20.80%
3Vanguard Charlotte FDS(BNDX)29,600$1.7K16.26%
4Ishares TR(IEV)34,500$1.5K14.58%
5Ishares TR(EEM)20,100$8628.27%
6Global X FDS23,900$7847.52%
7Ishares Inc(EPP)11,300$5345.12%
8Global X FDS10,200$2552.45%

Sector Allocation

Latest filing, equity positions only

Unclassified100% · $10.4K

Sector Rotation

Quarter-over-quarter weight changes

SectorPrev %Curr %Change
Unclassified100%100%0%

Cap Size Rotation

Quarter-over-quarter weight changes by market cap

Cap SizePrev %Curr %Change
Unclassified100%

AUM History

$118.4K | 22 pos.
$105.0K | 15 pos.
$109.8K | 19 pos.
$85.5K | 14 pos.
$3.7M | 15 pos.
$141.3K | 14 pos.
100%
0%
$98.0K | 14 pos.
$432.9K | 11 pos.
$37.3K | 10 pos.
$1.9K | 3 pos.
$19.9K | 8 pos.
$10.4K | 8 pos.
Q3
16
Q4
16
Q1
17
Q2
17
Q3
17
Q4
17
Q1
18
Q2
18
Q3
18
Q4
18
Q1
19
Q2
19

Recent Activity

Quarter-over-quarter position changes

0
New
0
Closed
1
Increased
6
Decreased
1
Unchanged