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
$133M
AUM Growth
-$4.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$4.71M
2
+$501K
3
+$496K
4
INBK icon
First Internet Bancorp
INBK
+$484K
5
META icon
Meta Platforms (Facebook)
META
+$319K

Top Sells

1
+$1.91M
2
+$516K
3
+$403K
4
SLYV icon
SPDR S&P 600 Small Cap Value ETF
SLYV
+$400K
5
CVLT icon
Commault Systems
CVLT
+$348K

Sector Composition

1 Healthcare 42.12%
2 Technology 10.06%
3 Consumer Discretionary 4.09%
4 Industrials 3.44%
5 Financials 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$317K 0.24%
7,686
+97
77
$317K 0.24%
+12,100
78
$317K 0.24%
764
79
$312K 0.23%
5,800
-100
80
$311K 0.23%
526
81
$305K 0.23%
1,449
-205
82
$304K 0.23%
2,217
+6
83
$298K 0.22%
4,410
-200
84
$297K 0.22%
1,335
85
$296K 0.22%
2,120
-160
86
$295K 0.22%
2,549
+338
87
$294K 0.22%
1,372
+56
88
$293K 0.22%
5,272
-186
89
$292K 0.22%
6,885
-190
90
$287K 0.22%
1,241
-450
91
$287K 0.22%
1,419
+15
92
$287K 0.22%
1,260
+126
93
$286K 0.21%
5,850
-100
94
$285K 0.21%
690
-145
95
$280K 0.21%
9,645
-6,000
96
$272K 0.2%
1,123
97
$271K 0.2%
4,862
98
$270K 0.2%
12,895
99
$266K 0.2%
4,880
+360
100
$265K 0.2%
23,500
2 3
4
5 6