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
$99.2M
AUM Growth
+$7.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$6.48M
2
+$1.06M
3
+$237K
4
KEY icon
KeyCorp
KEY
+$118K
5
LLY icon
Eli Lilly
LLY
+$32.8K

Top Sells

1
+$308K
2
+$296K
3
+$256K
4
CCI icon
Crown Castle
CCI
+$229K
5
TSLA icon
Tesla
TSLA
+$221K

Sector Composition

1 Healthcare 50.35%
2 Technology 10.16%
3 Energy 9.02%
4 Communication Services 2.76%
5 Consumer Discretionary 2.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$41.8K 0.04%
25,000
77
$38.6K 0.04%
27,000
+500
78
$34.8K 0.04%
24,500
79
$19.1K 0.02%
978
-2
80
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-2,010
81
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-650
82
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-897
83
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-843
84
– –
-5,250
85
– –
-6,075
1 2 3
4