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
$133M
AUM Growth
-$4.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$4.71M
2
+$501K
3
+$496K
4
INBK icon
First Internet Bancorp
INBK
+$484K
5
META icon
Meta Platforms (Facebook)
META
+$319K

Top Sells

1
+$1.91M
2
+$516K
3
+$403K
4
SLYV icon
SPDR S&P 600 Small Cap Value ETF
SLYV
+$400K
5
CVLT icon
Commault Systems
CVLT
+$348K

Sector Composition

1 Healthcare 42.12%
2 Technology 10.06%
3 Consumer Discretionary 4.09%
4 Industrials 3.44%
5 Financials 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$759K 0.57%
4,535
-33
27
$754K 0.57%
3,051
+6
28
$694K 0.52%
5,256
+46
29
$684K 0.51%
2,742
30
$657K 0.49%
1,470
-15
31
$643K 0.48%
7,225
-1,000
32
$641K 0.48%
12,515
+2,750
33
$639K 0.48%
1,448
+78
34
$637K 0.48%
3,932
+123
35
$617K 0.46%
4,440
+20
36
$611K 0.46%
22,380
-8,250
37
$596K 0.45%
4,013
-120
38
$577K 0.43%
9,300
39
$566K 0.43%
9,225
-1,300
40
$563K 0.42%
12,364
+50
41
$556K 0.42%
6,727
-229
42
$547K 0.41%
10,465
+1,024
43
$542K 0.41%
7,765
-119
44
$540K 0.41%
14,500
-800
45
$529K 0.4%
2,225
-160
46
$513K 0.39%
20,272
47
$511K 0.38%
12,780
-1,200
48
$503K 0.38%
2,837
+15
49
$501K 0.38%
+11,000
50
$496K 0.37%
+3,880
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