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
$99.2M
AUM Growth
+$7.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$6.48M
2
+$1.06M
3
+$237K
4
KEY icon
KeyCorp
KEY
+$118K
5
LLY icon
Eli Lilly
LLY
+$32.8K

Top Sells

1
+$308K
2
+$296K
3
+$256K
4
CCI icon
Crown Castle
CCI
+$229K
5
TSLA icon
Tesla
TSLA
+$221K

Sector Composition

1 Healthcare 50.35%
2 Technology 10.16%
3 Energy 9.02%
4 Communication Services 2.76%
5 Consumer Discretionary 2.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$286K 0.29%
568
+1
52
$281K 0.28%
4,365
53
$280K 0.28%
1,041
54
$270K 0.27%
1,641
-100
55
$267K 0.27%
5,328
-284
56
$267K 0.27%
1,582
+74
57
$266K 0.27%
1,004
-9
58
$259K 0.26%
858
59
$241K 0.24%
1,988
+1
60
$238K 0.24%
2,622
61
$238K 0.24%
4,161
-137
62
$237K 0.24%
+13,008
63
$235K 0.24%
3,760
+10
64
$227K 0.23%
4,160
65
$217K 0.22%
9,074
+271
66
$215K 0.22%
7,880
67
$214K 0.22%
2,907
+102
68
$213K 0.22%
5,860
69
$213K 0.21%
1,460
+27
70
$210K 0.21%
14,003
-668
71
$210K 0.21%
7,674
+68
72
$182K 0.18%
11,250
73
$118K 0.12%
+10,950
74
$83.2K 0.08%
92,700
-1,139
75
$49.7K 0.05%
1,100
1 2
3
4