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
$85.9M
AUM Growth
+$6.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$2.29M
3
+$790K
4
LIT icon
Global X Lithium & Battery Tech ETF
LIT
+$643K
5
ICE icon
Intercontinental Exchange
ICE
+$583K

Top Sells

1
+$2.29M
2
+$1.17M
3
+$1.13M
4
AAPL icon
Apple
AAPL
+$919K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$768K

Sector Composition

1 Healthcare 26.09%
2 Technology 15.8%
3 Consumer Discretionary 8.16%
4 Communication Services 5.61%
5 Financials 4.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$281K 0.33%
+1,149
77
$280K 0.33%
6,249
-164
78
$279K 0.32%
2,005
-486
79
$279K 0.32%
1,433
+1
80
$278K 0.32%
5,400
-450
81
$274K 0.32%
6,225
82
$272K 0.32%
1,786
-705
83
$267K 0.31%
4,375
84
$265K 0.31%
18,000
-15,000
85
$260K 0.3%
12,500
-20,000
86
$248K 0.29%
4,982
-749
87
$247K 0.29%
4,206
-401
88
$241K 0.28%
1,501
+107
89
$241K 0.28%
+790
90
$237K 0.28%
7,060
-2,850
91
$233K 0.27%
665
+6
92
$232K 0.27%
13,715
-995
93
$232K 0.27%
+7,639
94
$229K 0.27%
+4,664
95
$228K 0.27%
+5,200
96
$225K 0.26%
1,010
-190
97
$219K 0.25%
+696
98
$218K 0.25%
2,799
-275
99
$218K 0.25%
+918
100
$217K 0.25%
+7,750
1 2 3
4
5