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
$94.1M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$13.6M
2
+$8.89M
3
+$5.38M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$4.77M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$4.28M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 14.42%
2 Technology 9.7%
3 Consumer Discretionary 5.24%
4 Communication Services 5.22%
5 Energy 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$351K 0.37%
+17,350
52
$344K 0.37%
+8,679
53
$340K 0.36%
+2,247
54
$328K 0.35%
+1,831
55
$319K 0.34%
+2,643
56
$316K 0.34%
+2,529
57
$314K 0.33%
+24,558
58
$311K 0.33%
+818
59
$310K 0.33%
+4,771
60
$306K 0.33%
+2,073
61
$306K 0.33%
+2,114
62
$291K 0.31%
+8,264
63
$287K 0.3%
+1,765
64
$283K 0.3%
+1,732
65
$280K 0.3%
+9,350
66
$279K 0.3%
+6,000
67
$270K 0.29%
+45,920
68
$267K 0.28%
+5,150
69
$263K 0.28%
+2,427
70
$260K 0.28%
+2,348
71
$254K 0.27%
+3,415
72
$248K 0.26%
+4,230
73
$245K 0.26%
+2,048
74
$245K 0.26%
+6,150
75
$232K 0.25%
+13,806
1 2
3
4