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
$87.9M
AUM Growth
+$1.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$1.09M
2
+$1.09M
3
+$622K
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$547K
5
STMP
Stamps.com, Inc.
STMP
+$428K

Top Sells

1
+$1.24M
2
+$806K
3
+$667K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$562K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$483K

Sector Composition

1 Healthcare 25.66%
2 Technology 14.03%
3 Consumer Discretionary 7.08%
4 Communication Services 4.73%
5 Financials 4.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$747K 0.85%
3,335
-32
27
$728K 0.83%
2,958
-150
28
$724K 0.82%
5,118
-100
29
$699K 0.8%
16,023
-3,695
30
$682K 0.78%
1,899
31
$653K 0.74%
11,165
+775
32
$651K 0.74%
14,259
+8
33
$641K 0.73%
10,100
+1,250
34
$622K 0.71%
+8,325
35
$604K 0.69%
5,410
+350
36
$564K 0.64%
2,321
+142
37
$562K 0.64%
10,990
+2,075
38
$554K 0.63%
41,480
+2,080
39
$553K 0.63%
3,763
-240
40
$550K 0.63%
3,904
+466
41
$550K 0.63%
4,970
-650
42
$547K 0.62%
16,500
+3,950
43
$547K 0.62%
+20,268
44
$546K 0.62%
10,670
-2,270
45
$542K 0.62%
3,299
-47
46
$538K 0.61%
23,550
+139
47
$528K 0.6%
2,385
-35
48
$525K 0.6%
3,452
-1,006
49
$525K 0.6%
9,952
-400
50
$493K 0.56%
9,715
-8,925
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