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
$111M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$2.29M
2
+$1.54M
3
+$1.19M
4
TSLA icon
Tesla
TSLA
+$366K
5
SLYV icon
SPDR S&P 600 Small Cap Value ETF
SLYV
+$257K

Top Sells

1
+$567K
2
+$504K
3
+$217K
4
COPX icon
Global X Copper Miners ETF NEW
COPX
+$213K
5
GLD icon
SPDR Gold Trust
GLD
+$71.7K

Sector Composition

1 Healthcare 48.34%
2 Technology 10.81%
3 Energy 8.63%
4 Consumer Discretionary 2.84%
5 Communication Services 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$618K 0.56%
5,540
+10
27
$587K 0.53%
4,205
+145
28
$584K 0.53%
705
29
$565K 0.51%
2,955
-375
30
$552K 0.5%
9,375
+104
31
$481K 0.43%
2,008
-23
32
$480K 0.43%
1,346
+42
33
$468K 0.42%
3,021
+6
34
$465K 0.42%
16,164
+101
35
$448K 0.4%
52,862
-838
36
$431K 0.39%
2,528
37
$417K 0.38%
8,410
+850
38
$405K 0.37%
2,378
-62
39
$401K 0.36%
765
40
$401K 0.36%
2,556
41
$393K 0.35%
2,650
42
$377K 0.34%
6,860
-949
43
$372K 0.34%
11,998
+1
44
$367K 0.33%
9,094
-1,467
45
$366K 0.33%
+1,473
46
$361K 0.33%
1,223
-5
47
$333K 0.3%
8,725
-14,850
48
$332K 0.3%
16,929
+3,921
49
$332K 0.3%
732
50
$331K 0.3%
6,303
1
2
3 4