IAP

Indie Asset Partners Portfolio holdings

AUM $55M
1-Year Est. Return 12.03%
This Quarter Est. Return
1 Year Est. Return
+12.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$94.1M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$8.89M
3
+$5.38M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$4.77M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$4.28M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 14.42%
2 Technology 9.7%
3 Consumer Discretionary 5.24%
4 Communication Services 5.22%
5 Energy 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$783K 0.83%
+25,441
27
$771K 0.82%
+5,641
28
$733K 0.78%
+3,448
29
$726K 0.77%
+5,827
30
$685K 0.73%
+4,912
31
$620K 0.66%
+7,300
32
$605K 0.64%
+3,108
33
$587K 0.62%
+10,599
34
$575K 0.61%
+11,992
35
$573K 0.61%
+2,529
36
$571K 0.61%
+1,891
37
$564K 0.6%
+2,581
38
$563K 0.6%
+8,400
39
$562K 0.6%
+23,243
40
$533K 0.57%
+2,514
41
$532K 0.57%
+6,012
42
$507K 0.54%
+17,996
43
$490K 0.52%
+1,503
44
$448K 0.48%
+1,857
45
$444K 0.47%
+7,229
46
$414K 0.44%
+20,643
47
$398K 0.42%
+6,450
48
$388K 0.41%
+7,000
49
$386K 0.41%
+6,451
50
$383K 0.41%
+10,153
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