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
$113M
AUM Growth
-$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$959K
3
+$449K
4
PICK icon
iShares MSCI Global Metals & Mining Producers ETF
PICK
+$393K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$326K

Top Sells

1
+$7.79M
2
+$810K
3
+$699K
4
SPLK
Splunk Inc
SPLK
+$596K
5
BKCH icon
Global X Blockchain ETF
BKCH
+$542K

Sector Composition

1 Healthcare 45.39%
2 Technology 7.31%
3 Consumer Discretionary 3.68%
4 Industrials 3.32%
5 Financials 2.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$401K 0.35%
2,072
52
$401K 0.35%
2,038
-187
53
$395K 0.35%
3,040
-225
54
$395K 0.35%
16,125
-50
55
$389K 0.34%
1,386
+111
56
$359K 0.32%
3,188
+230
57
$358K 0.32%
3,405
-475
58
$356K 0.31%
1,304
59
$330K 0.29%
1,960
+100
60
$330K 0.29%
4,450
+300
61
$327K 0.29%
6,730
62
$321K 0.28%
15,315
-4,896
63
$320K 0.28%
705
64
$315K 0.28%
7,776
65
$306K 0.27%
3,675
-3,550
66
$303K 0.27%
3,274
67
$292K 0.26%
1,063
-130
68
$286K 0.25%
557
-175
69
$283K 0.25%
5,850
70
$283K 0.25%
5,072
-200
71
$282K 0.25%
1,246
+5
72
$277K 0.24%
6,976
-1,481
73
$275K 0.24%
+5,417
74
$270K 0.24%
4,960
+80
75
$269K 0.24%
2,460
+340
1 2
3
4 5