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
$87.9M
AUM Growth
+$1.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$1.09M
2
+$1.09M
3
+$622K
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$547K
5
STMP
Stamps.com, Inc.
STMP
+$428K

Top Sells

1
+$1.24M
2
+$806K
3
+$667K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$562K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$483K

Sector Composition

1 Healthcare 25.66%
2 Technology 14.03%
3 Consumer Discretionary 7.08%
4 Communication Services 4.73%
5 Financials 4.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$489K 0.56%
4,017
+480
52
$481K 0.55%
1,485
+695
53
$471K 0.54%
13,000
-2,425
54
$470K 0.53%
1,679
+530
55
$462K 0.53%
16,150
+1,200
56
$459K 0.52%
1,770
57
$454K 0.52%
4,400
-4,680
58
$447K 0.51%
1,465
-163
59
$429K 0.49%
1,512
-205
60
$428K 0.49%
+2,145
61
$418K 0.48%
7,481
+304
62
$416K 0.47%
18,896
-700
63
$407K 0.46%
+838
64
$406K 0.46%
6,625
-1,845
65
$404K 0.46%
1,622
66
$401K 0.46%
2,175
-375
67
$375K 0.43%
3,469
+690
68
$369K 0.42%
8,160
-195
69
$354K 0.4%
9,275
+400
70
$350K 0.4%
1,370
-45
71
$350K 0.4%
6,850
+1,450
72
$348K 0.4%
7,100
73
$344K 0.39%
3,285
-125
74
$328K 0.37%
3,525
+200
75
$324K 0.37%
1,425
-50
1 2
3
4 5