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
$126M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$813K
2
+$804K
3
+$507K
4
HELO icon
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
+$495K
5
JPIE icon
JPMorgan Income ETF
JPIE
+$494K

Top Sells

1
+$3.88M
2
+$790K
3
+$408K
4
VEGI icon
iShares MSCI Agriculture Producers ETF
VEGI
+$267K
5
NSC icon
Norfolk Southern
NSC
+$229K

Sector Composition

1 Healthcare 46.1%
2 Technology 12.67%
3 Communication Services 3.75%
4 Energy 3.55%
5 Consumer Discretionary 3.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$408K 0.32%
2,062
+205
52
$393K 0.31%
+16,074
53
$388K 0.31%
1,301
-1,366
54
$374K 0.3%
3,510
-280
55
$370K 0.29%
10,900
-98
56
$368K 0.29%
2,145
-891
57
$356K 0.28%
761
+25
58
$353K 0.28%
2,256
-8
59
$352K 0.28%
1,128
+81
60
$344K 0.27%
+3,316
61
$344K 0.27%
675
+101
62
$336K 0.27%
1,689
+97
63
$322K 0.26%
1,767
-612
64
$315K 0.25%
4,365
65
$307K 0.24%
+614
66
$297K 0.24%
862
+40
67
$296K 0.24%
4,161
68
$295K 0.24%
1,791
+300
69
$294K 0.23%
7,404
+496
70
$289K 0.23%
964
-9
71
$288K 0.23%
1,970
-608
72
$287K 0.23%
1,891
+429
73
$285K 0.23%
596
-148
74
$283K 0.23%
9,762
-1,000
75
$281K 0.22%
5,562
+37
1 2
3
4 5