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
$94.1M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1 +$13.6M
2 +$8.89M
3 +$5.38M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$4.77M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$4.28M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 14.42%
2 Technology 9.7%
3 Consumer Discretionary 5.24%
4 Communication Services 5.22%
5 Energy 3.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$229K 0.24%
+1,538
77
$221K 0.23%
+16,750
78
$218K 0.23%
+2,510
79
$217K 0.23%
+2,457
80
$211K 0.22%
+5,765
81
$211K 0.22%
+4,587
82
$209K 0.22%
+1,472
83
$207K 0.22%
+1,768
84
$132K 0.14%
+3,101
85
$82K 0.09%
+1,149