IAP
Indie Asset Partners Portfolio holdings
AUM
$55M
This Quarter Return
+10.08%
1 Year Return
+12.03%
3 Year Return
+98.02%
5 Year Return
+179.46%
10 Year Return
–
AUM
$138M
AUM Growth
+$138M
(+12%)
Cap. Flow
+$3.52M
Cap. Flow
% of AUM
2.56%
Top 10 Holdings %
Top 10 Hldgs %
56.56%
Holding
136
New
10
Increased
38
Reduced
54
Closed
10
Top Buys
| 1 |
Royalty Pharma
RPRX
|
$4.17M |
| 2 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
$2.69M |
| 3 |
Global X Blockchain ETF
BKCH
|
$687K |
| 4 |
Service Corp International
SCI
|
$504K |
| 5 |
Lam Research
LRCX
|
$424K |
Top Sells
| 1 |
Microsoft
MSFT
|
$1.1M |
| 2 |
Exxon Mobil
XOM
|
$729K |
| 3 |
Apple
AAPL
|
$508K |
| 4 |
SPDR S&P 600 Small Cap Value ETF
SLYV
|
$330K |
| 5 |
CRISPR Therapeutics
CRSP
|
$326K |
Sector Composition
| 1 | Healthcare | 42.37% |
| 2 | Technology | 12.48% |
| 3 | Consumer Discretionary | 4.69% |
| 4 | Industrials | 3.41% |
| 5 | Communication Services | 3.06% |
