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
+$112K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
137
New
Increased
Reduced
Closed

Top Buys

1
+$1.6M
2
+$898K
3
+$717K
4
XOM icon
Exxon Mobil
XOM
+$689K
5
VDE icon
Vanguard Energy ETF
VDE
+$640K

Top Sells

1
+$440K
2
+$372K
3
+$291K
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$271K
5
TDOC icon
Teladoc Health
TDOC
+$265K

Sector Composition

1 Healthcare 40.23%
2 Technology 13.42%
3 Consumer Discretionary 5.03%
4 Communication Services 3.53%
5 Financials 3.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$535K 0.43%
1,485
52
$493K 0.4%
9,715
-1,600
53
$484K 0.39%
9,139
-739
54
$483K 0.39%
9,200
-149
55
$482K 0.39%
23,624
+2,325
56
$466K 0.38%
4,319
+675
57
$456K 0.37%
11,725
+100
58
$454K 0.37%
1,604
-25
59
$447K 0.36%
1,295
+550
60
$443K 0.36%
16,675
+2,650
61
$438K 0.35%
850
+17
62
$432K 0.35%
2,990
-534
63
$432K 0.35%
1,316
+196
64
$428K 0.35%
9,398
+150
65
$414K 0.34%
1,845
66
$410K 0.33%
6,800
+100
67
$396K 0.32%
8,225
+200
68
$388K 0.31%
9,525
+1,500
69
$374K 0.3%
+15,300
70
$366K 0.3%
2,164
+50
71
$360K 0.29%
1,320
72
$355K 0.29%
1,480
-50
73
$352K 0.29%
6,605
+1,368
74
$352K 0.29%
6,950
75
$351K 0.28%
7,560
1 2
3
4 5