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
$138M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$4.17M
2
+$2.69M
3
+$687K
4
SCI icon
Service Corp International
SCI
+$504K
5
LRCX icon
Lam Research
LRCX
+$424K

Top Sells

1
+$1.1M
2
+$729K
3
+$508K
4
SLYV icon
SPDR S&P 600 Small Cap Value ETF
SLYV
+$330K
5
CRSP icon
CRISPR Therapeutics
CRSP
+$326K

Sector Composition

1 Healthcare 42.37%
2 Technology 12.48%
3 Consumer Discretionary 4.69%
4 Industrials 3.41%
5 Communication Services 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$371K 0.27%
+17,825
77
$367K 0.27%
7,075
+2,270
78
$365K 0.26%
705
79
$363K 0.26%
1,404
-73
80
$351K 0.25%
526
81
$350K 0.25%
4,150
82
$348K 0.25%
5,050
-4,250
83
$348K 0.25%
+874
84
$347K 0.25%
3,359
+50
85
$342K 0.25%
2,211
+47
86
$338K 0.25%
7,589
87
$334K 0.24%
764
88
$330K 0.24%
2,280
+300
89
$326K 0.24%
17,531
-6,093
90
$317K 0.23%
6,163
-442
91
$308K 0.22%
4,862
-289
92
$306K 0.22%
+5,458
93
$299K 0.22%
1,634
-65
94
$297K 0.22%
5,950
-1,000
95
$295K 0.21%
23,500
+500
96
$291K 0.21%
7,441
-450
97
$283K 0.21%
5,700
98
$282K 0.2%
+1,316
99
$278K 0.2%
6,642
-431
100
$276K 0.2%
1,335
+102
2 3
4
5 6