IAP
Indie Asset Partners Portfolio holdings
AUM
$55M
This Quarter Return
-2.66%
1 Year Return
+12.03%
3 Year Return
+98.02%
5 Year Return
+179.46%
10 Year Return
–
AUM
$123M
AUM Growth
+$123M
(+0.09%)
Cap. Flow
+$5.01M
Cap. Flow
% of AUM
4.06%
Top 10 Holdings %
Top 10 Hldgs %
53.48%
Holding
137
New
9
Increased
49
Reduced
31
Closed
11
Top Buys
| 1 |
iShares US Transportation ETF
IYT
|
$1.6M |
| 2 |
Microsoft
MSFT
|
$898K |
| 3 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
$717K |
| 4 |
Exxon Mobil
XOM
|
$689K |
| 5 |
Vanguard Energy ETF
VDE
|
$640K |
Top Sells
| 1 |
STMP
Stamps.com, Inc.
STMP
|
$440K |
| 2 |
Royalty Pharma
RPRX
|
$372K |
| 3 |
ABB
ABB Ltd.
ABB
|
$291K |
| 4 |
Schwab Emerging Markets Equity ETF
SCHE
|
$271K |
| 5 |
Teladoc Health
TDOC
|
$265K |
Sector Composition
| 1 | Healthcare | 40.23% |
| 2 | Technology | 13.42% |
| 3 | Consumer Discretionary | 5.03% |
| 4 | Communication Services | 3.53% |
| 5 | Financials | 3.36% |
