IAP

Indie Asset Partners Portfolio holdings

AUM $75.1M
1-Year Est. Return 17.87%
This Quarter Est. Return
1 Year Est. Return
+17.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$80.2M
AUM Growth
-$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$1.08M
3
+$516K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$389K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$323K

Top Sells

1
+$1.04M
2
+$840K
3
+$512K
4
BA icon
Boeing
BA
+$490K
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$463K

Sector Composition

1 Healthcare 17.37%
2 Technology 10.11%
3 Communication Services 5.18%
4 Consumer Discretionary 5.06%
5 Consumer Staples 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$116K 0.14%
11,600
-5,750
77
$103K 0.13%
+3,063
78
$89K 0.11%
563
-255
79
$57K 0.07%
1,149
80
$21K 0.03%
+3,375
81
– –
-2,457
82
– –
-2,510
83
– –
-3,101
84
– –
-1,503
85
– –
-8,264
86
– –
-1,472
87
– –
-3,415
88
– –
-2,643
89
– –
-2,048
90
– –
-2,348
91
– –
-7,000
92
– –
-5,765
93
– –
-4,230
94
– –
-13,806
95
– –
-4,587
96
– –
-1,538
97
– –
-6,000
98
– –
-9,350
1 2 3
4