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
$112M
AUM Growth
+$1.54M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$422K
3
+$330K
4
IGPT icon
Invesco AI and Next Gen Software ETF
IGPT
+$291K
5
DIS icon
Walt Disney
DIS
+$239K

Top Sells

1
+$12.2M
2
+$7.41M
3
+$332K
4
AMT icon
American Tower
AMT
+$311K
5
DLR icon
Digital Realty Trust
DLR
+$248K

Sector Composition

1 Healthcare 47.71%
2 Technology 11.33%
3 Energy 4.22%
4 Communication Services 3.62%
5 Consumer Discretionary 3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$348K 0.31%
10,998
-1,000
52
$335K 0.3%
736
+4
53
$330K 0.29%
+744
54
$326K 0.29%
1,857
+384
55
$315K 0.28%
822
-36
56
$310K 0.28%
10,762
+12
57
$309K 0.27%
4,161
58
$305K 0.27%
3,955
-25
59
$304K 0.27%
7,880
60
$298K 0.26%
1,047
+11
61
$296K 0.26%
2,302
62
$293K 0.26%
4,365
63
$291K 0.26%
+6,438
64
$284K 0.25%
574
+16
65
$282K 0.25%
973
-52
66
$279K 0.25%
5,525
-121
67
$270K 0.24%
1,592
+5
68
$267K 0.24%
6,925
-1,800
69
$262K 0.23%
6,908
+132
70
$242K 0.22%
1,491
+30
71
$241K 0.21%
2,814
-95
72
$239K 0.21%
+1,951
73
$231K 0.21%
+1,209
74
$231K 0.21%
887
+1
75
$229K 0.2%
900
+3
1 2
3
4