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
$133M
AUM Growth
-$4.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$4.71M
2
+$501K
3
+$496K
4
INBK icon
First Internet Bancorp
INBK
+$484K
5
META icon
Meta Platforms (Facebook)
META
+$319K

Top Sells

1
+$1.91M
2
+$516K
3
+$403K
4
SLYV icon
SPDR S&P 600 Small Cap Value ETF
SLYV
+$400K
5
CVLT icon
Commault Systems
CVLT
+$348K

Sector Composition

1 Healthcare 42.12%
2 Technology 10.06%
3 Consumer Discretionary 4.09%
4 Industrials 3.44%
5 Financials 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$486K 0.37%
2,998
-530
52
$484K 0.36%
+11,250
53
$482K 0.36%
8,457
54
$467K 0.35%
7,093
55
$463K 0.35%
3,265
+350
56
$463K 0.35%
9,215
+800
57
$462K 0.35%
1,275
+401
58
$460K 0.35%
1,304
59
$425K 0.32%
2,072
+15
60
$424K 0.32%
6,730
+100
61
$413K 0.31%
16,175
-500
62
$403K 0.3%
2,958
+157
63
$403K 0.3%
6,915
-3,200
64
$386K 0.29%
7,776
65
$385K 0.29%
855
-90
66
$373K 0.28%
732
-20
67
$364K 0.27%
705
68
$361K 0.27%
20,211
+2,680
69
$357K 0.27%
1,193
+15
70
$356K 0.27%
7,183
+1,020
71
$346K 0.26%
4,150
72
$343K 0.26%
1,860
73
$331K 0.25%
3,274
-85
74
$328K 0.25%
3,000
-250
75
$321K 0.24%
8,225
-3,200
1 2
3
4 5