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
$113M
AUM Growth
-$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$959K
3
+$449K
4
PICK icon
iShares MSCI Global Metals & Mining Producers ETF
PICK
+$393K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$326K

Top Sells

1
+$7.79M
2
+$810K
3
+$699K
4
SPLK
Splunk Inc
SPLK
+$596K
5
BKCH icon
Global X Blockchain ETF
BKCH
+$542K

Sector Composition

1 Healthcare 45.39%
2 Technology 7.31%
3 Consumer Discretionary 3.68%
4 Industrials 3.32%
5 Financials 2.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$747K 0.66%
93,989
-2,583
27
$730K 0.64%
49,587
28
$709K 0.63%
1,648
+200
29
$689K 0.61%
43,828
+2
30
$654K 0.58%
1,734
-265
31
$648K 0.57%
10,300
+1,000
32
$614K 0.54%
2,742
33
$598K 0.53%
3,905
-27
34
$578K 0.51%
6,752
+25
35
$553K 0.49%
9,975
+750
36
$526K 0.46%
5,310
-3,000
37
$499K 0.44%
16,410
+5,410
38
$494K 0.44%
7,146
+53
39
$486K 0.43%
2,737
-100
40
$485K 0.43%
20,274
+2
41
$484K 0.43%
4,440
42
$478K 0.42%
13,264
+900
43
$450K 0.4%
4,781
-475
44
$449K 0.4%
+41,450
45
$439K 0.39%
10,515
+50
46
$430K 0.38%
2,998
47
$427K 0.38%
8,515
-700
48
$414K 0.37%
11,250
49
$409K 0.36%
825
-30
50
$403K 0.36%
5,550
-5,725
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