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
$99.2M
AUM Growth
+$7.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$6.48M
2
+$1.06M
3
+$237K
4
KEY icon
KeyCorp
KEY
+$118K
5
LLY icon
Eli Lilly
LLY
+$32.8K

Top Sells

1
+$308K
2
+$296K
3
+$256K
4
CCI icon
Crown Castle
CCI
+$229K
5
TSLA icon
Tesla
TSLA
+$221K

Sector Composition

1 Healthcare 50.35%
2 Technology 10.16%
3 Energy 9.02%
4 Communication Services 2.76%
5 Consumer Discretionary 2.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$533K 0.54%
16,063
27
$531K 0.54%
4,060
28
$519K 0.52%
9,271
+1
29
$511K 0.52%
53,700
-5,843
30
$504K 0.51%
12,675
31
$488K 0.49%
705
32
$465K 0.47%
765
33
$464K 0.47%
2,031
+2
34
$460K 0.46%
5,530
35
$457K 0.46%
1,304
36
$449K 0.45%
3,015
-24
37
$444K 0.45%
10,561
-91
38
$418K 0.42%
7,809
-98
39
$401K 0.4%
2,650
40
$398K 0.4%
2,556
+18
41
$393K 0.4%
2,528
42
$354K 0.36%
2,440
+34
43
$336K 0.34%
6,303
+3
44
$335K 0.34%
1,228
+7
45
$329K 0.33%
7,560
-830
46
$323K 0.33%
11,997
47
$299K 0.3%
732
+2
48
$293K 0.3%
2,220
49
$291K 0.29%
10,750
50
$286K 0.29%
35,000
1
2
3 4