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
$91.9M
AUM Growth
+$6.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$590K
3
+$536K
4
GDX icon
VanEck Gold Miners ETF
GDX
+$361K
5
LRCX icon
Lam Research
LRCX
+$241K

Top Sells

1
+$816K
2
+$733K
3
+$729K
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$674K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$492K

Sector Composition

1 Healthcare 51.06%
2 Technology 10.95%
3 Consumer Discretionary 3.05%
4 Industrials 2.91%
5 Communication Services 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$278K 0.3%
4,298
-21
52
$273K 0.3%
567
+10
53
$269K 0.29%
4,160
-100
54
$269K 0.29%
2,220
-200
55
$267K 0.29%
858
56
$264K 0.29%
4,365
57
$256K 0.28%
6,075
-957
58
$251K 0.27%
1,013
-99
59
$241K 0.26%
+3,750
60
$237K 0.26%
1,508
-10
61
$234K 0.25%
14,671
-274
62
$233K 0.25%
10,750
-250
63
$232K 0.25%
7,880
64
$231K 0.25%
1,041
-7
65
$229K 0.25%
2,010
66
$226K 0.25%
1,987
-78
67
$221K 0.24%
+843
68
$221K 0.24%
5,860
69
$218K 0.24%
7,606
70
$217K 0.24%
1,433
+1
71
$213K 0.23%
8,803
+3
72
$212K 0.23%
2,622
73
$211K 0.23%
2,805
-8,980
74
$210K 0.23%
35,000
75
$203K 0.22%
+897
1 2
3
4