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
$123M
AUM Growth
+$35.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$28.5M
2
+$667K
3
+$633K
4
PICK icon
iShares MSCI Global Metals & Mining Producers ETF
PICK
+$362K
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$353K

Top Sells

1
+$1.08M
2
+$834K
3
+$416K
4
CVLT icon
Commault Systems
CVLT
+$346K
5
AAPL icon
Apple
AAPL
+$281K

Sector Composition

1 Healthcare 43.79%
2 Technology 12.17%
3 Consumer Discretionary 5.12%
4 Communication Services 3.46%
5 Financials 3.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$523K 0.42%
4,280
-120
52
$506K 0.41%
9,349
-603
53
$497K 0.4%
3,193
-259
54
$491K 0.4%
2,978
-321
55
$469K 0.38%
11,625
-1,375
56
$463K 0.38%
21,299
-2,251
57
$451K 0.37%
7,144
-337
58
$450K 0.36%
1,845
+75
59
$441K 0.36%
833
-5
60
$441K 0.36%
9,248
-1,742
61
$440K 0.36%
2,195
+50
62
$419K 0.34%
8,025
+1,400
63
$410K 0.33%
3,644
+175
64
$408K 0.33%
1,366
-146
65
$391K 0.32%
6,700
-400
66
$374K 0.3%
14,025
+4,425
67
$373K 0.3%
1,530
+105
68
$372K 0.3%
2,114
-61
69
$367K 0.3%
1,320
-50
70
$362K 0.29%
+8,025
71
$357K 0.29%
1,120
-345
72
$355K 0.29%
7,560
-600
73
$354K 0.29%
6,950
+100
74
$353K 0.29%
+5,825
75
$348K 0.28%
4,555
+1,270
1 2
3
4 5