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
$91.9M
AUM Growth
+$6.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$590K
3
+$536K
4
GDX icon
VanEck Gold Miners ETF
GDX
+$361K
5
LRCX icon
Lam Research
LRCX
+$241K

Top Sells

1
+$816K
2
+$733K
3
+$729K
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$674K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$492K

Sector Composition

1 Healthcare 51.06%
2 Technology 10.95%
3 Consumer Discretionary 3.05%
4 Industrials 2.91%
5 Communication Services 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$558K 0.61%
9,270
+50
27
$556K 0.6%
705
28
$531K 0.58%
1,198
-44
29
$513K 0.56%
12,675
-50
30
$497K 0.54%
2,029
+3
31
$486K 0.53%
4,060
-100
32
$483K 0.52%
10,652
+12
33
$480K 0.52%
5,530
-450
34
$445K 0.48%
1,304
35
$438K 0.48%
7,907
+925
36
$420K 0.46%
2,538
+1
37
$411K 0.45%
2,528
38
$409K 0.45%
3,039
-47
39
$361K 0.39%
+11,997
40
$355K 0.39%
8,390
+860
41
$350K 0.38%
2,406
+1
42
$338K 0.37%
1,741
-300
43
$336K 0.37%
730
44
$336K 0.37%
765
45
$330K 0.36%
6,300
-735
46
$309K 0.34%
2,650
47
$308K 0.33%
5,250
+200
48
$300K 0.33%
1,221
+1
49
$296K 0.32%
650
-315
50
$281K 0.31%
5,612
-188
1
2
3 4