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
$126M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$813K
2
+$804K
3
+$507K
4
HELO icon
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
+$495K
5
JPIE icon
JPMorgan Income ETF
JPIE
+$494K

Top Sells

1
+$3.88M
2
+$790K
3
+$408K
4
VEGI icon
iShares MSCI Agriculture Producers ETF
VEGI
+$267K
5
NSC icon
Norfolk Southern
NSC
+$229K

Sector Composition

1 Healthcare 46.1%
2 Technology 12.67%
3 Communication Services 3.75%
4 Energy 3.55%
5 Consumer Discretionary 3.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$865K 0.69%
5,390
+410
27
$746K 0.59%
2,926
+32
28
$705K 0.56%
1,301
-137
29
$658K 0.52%
2,506
-324
30
$642K 0.51%
2,985
+260
31
$637K 0.51%
706
+1
32
$610K 0.49%
14,684
-14
33
$597K 0.48%
9,383
-63
34
$582K 0.46%
2,102
+93
35
$567K 0.45%
1,393
+52
36
$560K 0.45%
3,398
-928
37
$525K 0.42%
715
-50
38
$520K 0.41%
7,675
+906
39
$507K 0.4%
+9,142
40
$499K 0.4%
2,722
+401
41
$495K 0.39%
+8,460
42
$460K 0.37%
2,650
-6
43
$446K 0.36%
15,943
-425
44
$445K 0.35%
54,112
45
$430K 0.34%
1,607
+720
46
$429K 0.34%
3,002
+700
47
$423K 0.34%
15,659
+4,409
48
$417K 0.33%
+761
49
$415K 0.33%
9,116
-18
50
$412K 0.33%
1,235
+1
1
2
3 4 5