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
$87.9M
AUM Growth
+$1.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$1.09M
2
+$1.09M
3
+$622K
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$547K
5
STMP
Stamps.com, Inc.
STMP
+$428K

Top Sells

1
+$1.24M
2
+$806K
3
+$667K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$562K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$483K

Sector Composition

1 Healthcare 25.66%
2 Technology 14.03%
3 Consumer Discretionary 7.08%
4 Communication Services 4.73%
5 Financials 4.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$319K 0.36%
2,355
+350
77
$313K 0.36%
4,887
-95
78
$311K 0.35%
5,698
-290
79
$303K 0.34%
8,891
-3,725
80
$298K 0.34%
22,300
+500
81
$297K 0.34%
814
-221
82
$294K 0.33%
7,589
-50
83
$285K 0.32%
6,150
+950
84
$285K 0.32%
1,501
85
$283K 0.32%
705
+197
86
$276K 0.31%
4,375
87
$275K 0.31%
2,297
-431
88
$275K 0.31%
+745
89
$266K 0.3%
5,150
-1,099
90
$263K 0.3%
1,133
-450
91
$261K 0.3%
8,550
+800
92
$256K 0.29%
+9,600
93
$255K 0.29%
+16,200
94
$251K 0.29%
10,116
-5,214
95
$250K 0.28%
3,964
-700
96
$249K 0.28%
13,310
-405
97
$247K 0.28%
918
98
$247K 0.28%
665
99
$244K 0.28%
3,238
+170
100
$241K 0.27%
+8,000
2 3
4
5 6