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
$123M
AUM Growth
+$35.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$28.5M
2
+$667K
3
+$633K
4
PICK icon
iShares MSCI Global Metals & Mining Producers ETF
PICK
+$362K
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$353K

Top Sells

1
+$1.08M
2
+$834K
3
+$416K
4
CVLT icon
Commault Systems
CVLT
+$346K
5
AAPL icon
Apple
AAPL
+$281K

Sector Composition

1 Healthcare 43.79%
2 Technology 12.17%
3 Consumer Discretionary 5.12%
4 Communication Services 3.46%
5 Financials 3.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$792K 0.64%
1,485
27
$775K 0.63%
38,760
-2,720
28
$772K 0.63%
15,564
+1,305
29
$762K 0.62%
10,515
-650
30
$757K 0.61%
1,982
+83
31
$749K 0.61%
4,504
-1,473
32
$736K 0.6%
4,968
-150
33
$692K 0.56%
2,995
-340
34
$688K 0.56%
4,710
-260
35
$678K 0.55%
2,326
+5
36
$667K 0.54%
+8,785
37
$660K 0.54%
10,115
+15
38
$656K 0.53%
8,325
39
$633K 0.51%
+4,378
40
$618K 0.5%
5,210
-200
41
$597K 0.48%
17,095
+595
42
$574K 0.47%
11,315
+1,600
43
$573K 0.46%
9,878
-792
44
$570K 0.46%
3,520
-497
45
$569K 0.46%
3,678
-85
46
$566K 0.46%
2,385
47
$564K 0.46%
1,629
-50
48
$553K 0.45%
20,268
49
$540K 0.44%
1,485
50
$530K 0.43%
3,524
-380
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