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
$113M
AUM Growth
-$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$959K
3
+$449K
4
PICK icon
iShares MSCI Global Metals & Mining Producers ETF
PICK
+$393K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$326K

Top Sells

1
+$7.79M
2
+$810K
3
+$699K
4
SPLK
Splunk Inc
SPLK
+$596K
5
BKCH icon
Global X Blockchain ETF
BKCH
+$542K

Sector Composition

1 Healthcare 45.39%
2 Technology 7.31%
3 Consumer Discretionary 3.68%
4 Industrials 3.32%
5 Financials 2.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$266K 0.23%
7,113
-70
77
$256K 0.23%
23,500
78
$255K 0.23%
1,048
-75
79
$252K 0.22%
1,444
+25
80
$250K 0.22%
1,372
81
$248K 0.22%
16,380
-6,000
82
$247K 0.22%
5,800
83
$245K 0.22%
10,450
-4,050
84
$239K 0.21%
7,686
85
$238K 0.21%
1,261
+1
86
$237K 0.21%
4,275
87
$237K 0.21%
684
-80
88
$236K 0.21%
1,320
-15
89
$232K 0.2%
8,300
90
$231K 0.2%
12,895
91
$228K 0.2%
1,577
+20
92
$228K 0.2%
4,365
93
$223K 0.2%
+36,000
94
$218K 0.19%
2,650
95
$216K 0.19%
4,815
-2,100
96
$213K 0.19%
2,255
+38
97
$210K 0.19%
11,300
-800
98
$209K 0.18%
9,714
99
$208K 0.18%
6,025
-2,200
100
$207K 0.18%
11,780
-1,000
2 3
4
5 6