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
$123M
AUM Growth
+$35.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$28.5M
2
+$667K
3
+$633K
4
PICK icon
iShares MSCI Global Metals & Mining Producers ETF
PICK
+$362K
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$353K

Top Sells

1
+$1.08M
2
+$834K
3
+$416K
4
CVLT icon
Commault Systems
CVLT
+$346K
5
AAPL icon
Apple
AAPL
+$281K

Sector Composition

1 Healthcare 43.79%
2 Technology 12.17%
3 Consumer Discretionary 5.12%
4 Communication Services 3.46%
5 Financials 3.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$339K 0.27%
1,392
-230
77
$313K 0.25%
7,589
78
$313K 0.25%
23,000
+700
79
$309K 0.25%
705
80
$307K 0.25%
6,123
+425
81
$305K 0.25%
+3,250
82
$301K 0.24%
764
-50
83
$297K 0.24%
6,230
+80
84
$294K 0.24%
5,237
+350
85
$292K 0.24%
7,967
-924
86
$291K 0.24%
8,550
87
$286K 0.23%
1,477
-24
88
$286K 0.23%
3,750
+850
89
$282K 0.23%
745
90
$281K 0.23%
4,375
91
$276K 0.22%
3,308
+70
92
$273K 0.22%
5,150
93
$271K 0.22%
2,007
-348
94
$269K 0.22%
9,173
+1,173
95
$265K 0.21%
526
96
$261K 0.21%
+5,200
97
$261K 0.21%
7,750
-1,525
98
$259K 0.21%
+8,300
99
$258K 0.21%
1,067
-50
100
$258K 0.21%
645
-20
2 3
4
5 6