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
$85.9M
AUM Growth
+$6.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$2.29M
3
+$790K
4
LIT icon
Global X Lithium & Battery Tech ETF
LIT
+$643K
5
ICE icon
Intercontinental Exchange
ICE
+$583K

Top Sells

1
+$2.29M
2
+$1.17M
3
+$1.13M
4
AAPL icon
Apple
AAPL
+$919K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$768K

Sector Composition

1 Healthcare 26.09%
2 Technology 15.8%
3 Consumer Discretionary 8.16%
4 Communication Services 5.61%
5 Financials 4.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$761K 0.89%
3,108
27
$755K 0.88%
11,187
+145
28
$722K 0.84%
3,367
-892
29
$660K 0.77%
7,540
-420
30
$643K 0.75%
+10,390
31
$636K 0.74%
5,620
-1,340
32
$628K 0.73%
14,251
-200
33
$610K 0.71%
1,899
-27
34
$609K 0.71%
12,940
-739
35
$583K 0.68%
+5,060
36
$568K 0.66%
10,352
+2
37
$566K 0.66%
4,458
-4,179
38
$565K 0.66%
4,003
-503
39
$553K 0.64%
15,425
+1,325
40
$542K 0.63%
3,537
+542
41
$539K 0.63%
+8,850
42
$527K 0.61%
3,346
-2,211
43
$514K 0.6%
39,400
+12,760
44
$510K 0.59%
2,179
-72
45
$509K 0.59%
23,411
-8,511
46
$500K 0.58%
2,420
-300
47
$480K 0.56%
+3,438
48
$462K 0.54%
2,550
-222
49
$462K 0.54%
1,987
+480
50
$446K 0.52%
1,717
-270
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2
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