IAP
Indie Asset Partners Portfolio holdings
AUM
$75.1M
1-Year Est. Return
17.87%
1 Year Est. Return
+17.87%
AUM
$75.1M
AUM Growth
+$20.2M
(+37%)
Holding
80
Top Buys
| 1 | +$6.06M | |
| 2 | +$2.82M | |
| 3 | +$1.74M | |
| 4 |
Exxon Mobil
XOM
|
+$733K |
| 5 |
Comcast
CMCSA
|
+$524K |
Top Sells
| 1 | +$367K | |
| 2 | +$276K | |
| 3 | +$204K | |
| 4 |
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
|
+$176K |
| 5 |
Vanguard Energy ETF
VDE
|
+$151K |
Sector Composition
| 1 | Technology | 16.8% |
| 2 | Healthcare | 9.36% |
| 3 | Energy | 4.6% |
| 4 | Financials | 4.04% |
| 5 | Consumer Discretionary | 3.25% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
SII
76
Sprott
SII
$2.34B
| $201K | 0.27% |
+2,420
|
|
||
77
KeyCorp
KEY
$20.5B
| $187K | 0.25% |
10,000
|
|
||
78
American Resources Corp
AREC
$302M
| $67.5K | 0.09% |
25,000
|
|
||
79
NextEra Energy
NEE
$177B
| – | – |
-3,973
|
|
||
80
AT&T
T
$180B
| – | – |
-7,035
|
|