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
$138M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$4.17M
2
+$2.69M
3
+$687K
4
SCI icon
Service Corp International
SCI
+$504K
5
LRCX icon
Lam Research
LRCX
+$424K

Top Sells

1
+$1.1M
2
+$729K
3
+$508K
4
SLYV icon
SPDR S&P 600 Small Cap Value ETF
SLYV
+$330K
5
CRSP icon
CRISPR Therapeutics
CRSP
+$326K

Sector Composition

1 Healthcare 42.37%
2 Technology 12.48%
3 Consumer Discretionary 4.69%
4 Industrials 3.41%
5 Communication Services 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$497K 0.36%
835
-15
52
$494K 0.36%
11,425
-300
53
$489K 0.35%
1,178
-138
54
$487K 0.35%
1,370
+75
55
$483K 0.35%
2,822
-1,612
56
$478K 0.35%
4,133
-105
57
$468K 0.34%
3,250
58
$449K 0.33%
2,057
+212
59
$447K 0.32%
9,441
+43
60
$444K 0.32%
2,801
-1,267
61
$441K 0.32%
6,630
62
$441K 0.32%
15,300
63
$440K 0.32%
16,675
64
$437K 0.32%
1,691
+325
65
$426K 0.31%
6,956
-11,900
66
$425K 0.31%
8,415
-1,300
67
$424K 0.31%
+5,900
68
$417K 0.3%
2,211
-90
69
$416K 0.3%
9,765
+240
70
$397K 0.29%
1,654
+50
71
$393K 0.29%
945
-540
72
$390K 0.28%
1,304
-16
73
$388K 0.28%
1,860
+254
74
$378K 0.27%
752
+107
75
$375K 0.27%
7,776
+216
1 2
3
4 5