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
$111M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$2.29M
2
+$1.54M
3
+$1.19M
4
TSLA icon
Tesla
TSLA
+$366K
5
SLYV icon
SPDR S&P 600 Small Cap Value ETF
SLYV
+$257K

Top Sells

1
+$567K
2
+$504K
3
+$217K
4
COPX icon
Global X Copper Miners ETF NEW
COPX
+$213K
5
GLD icon
SPDR Gold Trust
GLD
+$71.7K

Sector Composition

1 Healthcare 48.34%
2 Technology 10.81%
3 Energy 8.63%
4 Consumer Discretionary 2.84%
5 Communication Services 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$316K 0.29%
2,245
+25
52
$311K 0.28%
1,441
-200
53
$310K 0.28%
3,980
-180
54
$298K 0.27%
1,036
-5
55
$298K 0.27%
10,750
56
$297K 0.27%
858
57
$294K 0.27%
3,760
58
$294K 0.26%
558
-10
59
$287K 0.26%
4,365
60
$285K 0.26%
4,161
61
$284K 0.26%
5,646
+318
62
$274K 0.25%
1,840
+258
63
$272K 0.25%
11,250
64
$259K 0.23%
1,025
+21
65
$255K 0.23%
7,880
66
$248K 0.22%
1,840
-148
67
$238K 0.21%
2,302
-320
68
$233K 0.21%
2,909
+2
69
$232K 0.21%
+2,012
70
$230K 0.21%
+1,587
71
$228K 0.21%
6,776
-898
72
$228K 0.21%
33,910
-1,090
73
$227K 0.2%
13,525
-478
74
$214K 0.19%
1,461
+1
75
$212K 0.19%
+897
1 2
3
4