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
$134M
AUM Growth
+$7.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$644K
2
+$475K
3
+$408K
4
IGPT icon
Invesco AI and Next Gen Software ETF
IGPT
+$395K
5
AMT icon
American Tower
AMT
+$320K

Top Sells

1
+$1.24M
2
+$201K
3
+$201K
4
TPL icon
Texas Pacific Land
TPL
+$190K
5
AAPL icon
Apple
AAPL
+$151K

Sector Composition

1 Healthcare 42.52%
2 Technology 13.27%
3 Communication Services 3.85%
4 Energy 3.84%
5 Industrials 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$825K 0.62%
13,858
-1,490
27
$734K 0.55%
706
28
$707K 0.53%
1,225
+464
29
$704K 0.53%
2,897
-88
30
$689K 0.52%
2,506
31
$682K 0.51%
2,107
+5
32
$675K 0.51%
9,391
+8
33
$674K 0.51%
1,297
-4
34
$665K 0.5%
14,617
-67
35
$641K 0.48%
1,393
36
$637K 0.48%
10,421
+1,961
37
$620K 0.46%
7,683
+8
38
$588K 0.44%
1,450
+588
39
$586K 0.44%
14,708
+3,808
40
$584K 0.44%
3,433
+35
41
$546K 0.41%
5,567
-12,664
42
$536K 0.4%
15,659
43
$527K 0.39%
52,450
-1,662
44
$518K 0.39%
9,436
+294
45
$478K 0.36%
1,221
-14
46
$455K 0.34%
2,723
+1
47
$455K 0.34%
1,608
+1
48
$453K 0.34%
15,660
-283
49
$451K 0.34%
509
+212
50
$445K 0.33%
761
1
2
3 4 5