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
$134M
AUM Growth
+$7.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$644K
2
+$475K
3
+$408K
4
IGPT icon
Invesco AI and Next Gen Software ETF
IGPT
+$395K
5
AMT icon
American Tower
AMT
+$320K

Top Sells

1
+$1.24M
2
+$201K
3
+$201K
4
TPL icon
Texas Pacific Land
TPL
+$190K
5
AAPL icon
Apple
AAPL
+$151K

Sector Composition

1 Healthcare 42.52%
2 Technology 13.27%
3 Communication Services 3.85%
4 Energy 3.84%
5 Industrials 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$442K 0.33%
500
-215
52
$432K 0.32%
2,650
53
$431K 0.32%
3,846
+530
54
$428K 0.32%
1,637
-425
55
$414K 0.31%
2,099
-46
56
$410K 0.31%
16,331
+257
57
$408K 0.31%
+13,997
58
$400K 0.3%
1,047
-254
59
$395K 0.3%
676
+1
60
$384K 0.29%
728
+114
61
$364K 0.27%
1,130
+2
62
$360K 0.27%
7,053
-2,063
63
$357K 0.27%
3,002
64
$355K 0.27%
1,792
+25
65
$348K 0.26%
2,365
+109
66
$328K 0.25%
4,161
67
$325K 0.24%
2,006
+36
68
$321K 0.24%
1,899
+8
69
$320K 0.24%
+1,376
70
$319K 0.24%
3,980
71
$313K 0.23%
+1,187
72
$307K 0.23%
1,388
-23
73
$306K 0.23%
+7,009
74
$302K 0.23%
+2,249
75
$299K 0.22%
8,378
+24
1 2
3
4 5