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
$91.9M
AUM Growth
+$6.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$1.66M
2
+$590K
3
+$536K
4
GDX icon
VanEck Gold Miners ETF
GDX
+$361K
5
LRCX icon
Lam Research
LRCX
+$241K

Top Sells

1
+$816K
2
+$733K
3
+$729K
4
FTCS icon
First Trust Capital Strength ETF
FTCS
+$674K
5
SCHF icon
Schwab International Equity ETF
SCHF
+$492K

Sector Composition

1 Healthcare 51.06%
2 Technology 10.95%
3 Consumer Discretionary 3.05%
4 Industrials 2.91%
5 Communication Services 2.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$202K 0.22%
93,839
77
$167K 0.18%
11,250
78
$62.5K 0.07%
26,500
79
$55.4K 0.06%
24,500
+1,000
80
$49.8K 0.05%
1,100
81
$49K 0.05%
+25,000
82
$34.3K 0.04%
980
-313
83
– –
-2,977
84
– –
-3,185
85
– –
-1,585
86
– –
-28,292
87
– –
-1,291
88
– –
-1,038
89
– –
-1,510
90
– –
-1,264
91
– –
-8,722
1 2 3
4