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
$85.9M
AUM Growth
+$6.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$2.29M
3
+$790K
4
LIT icon
Global X Lithium & Battery Tech ETF
LIT
+$643K
5
ICE icon
Intercontinental Exchange
ICE
+$583K

Top Sells

1
+$2.29M
2
+$1.17M
3
+$1.13M
4
AAPL icon
Apple
AAPL
+$919K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$768K

Sector Composition

1 Healthcare 26.09%
2 Technology 15.8%
3 Consumer Discretionary 8.16%
4 Communication Services 5.61%
5 Financials 4.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$442K 0.51%
+14,950
52
$432K 0.5%
1,628
-455
53
$416K 0.48%
+12,550
54
$402K 0.47%
1,770
+39
55
$401K 0.47%
8,355
-210
56
$394K 0.46%
8,470
-482
57
$393K 0.46%
+1,620
58
$384K 0.45%
19,596
-1,100
59
$373K 0.43%
1,622
+10
60
$372K 0.43%
12,616
-2,400
61
$371K 0.43%
+8,875
62
$366K 0.43%
+8,915
63
$356K 0.41%
1,035
-670
64
$348K 0.41%
15,330
-10,602
65
$338K 0.39%
7,100
-213
66
$328K 0.38%
1,415
-365
67
$328K 0.38%
4,829
-2,215
68
$321K 0.37%
1,475
-120
69
$305K 0.36%
5,988
-369
70
$299K 0.35%
2,728
-244
71
$298K 0.35%
2,779
-2,462
72
$298K 0.35%
+3,325
73
$296K 0.34%
7,177
-11,201
74
$295K 0.34%
3,410
-1,135
75
$288K 0.34%
1,583
+12
1 2
3
4 5