IAP
Indie Asset Partners Portfolio holdings
AUM
$55M
This Quarter Return
+7.03%
1 Year Return
+12.03%
3 Year Return
+98.02%
5 Year Return
+179.46%
10 Year Return
–
AUM
$111M
AUM Growth
+$111M
(+12%)
Cap. Flow
+$5.43M
Cap. Flow
% of AUM
4.9%
Top 10 Holdings %
Top 10 Hldgs %
70.83%
Holding
89
New
10
Increased
29
Reduced
26
Closed
3
Top Buys
| 1 |
Atlas Energy Solutions
AESI
|
$2.29M |
| 2 |
SPDR S&P 600 Small Cap Growth ETF
SLYG
|
$1.54M |
| 3 |
iShares US Healthcare ETF
IYH
|
$1.19M |
| 4 |
Tesla
TSLA
|
$366K |
| 5 |
SPDR S&P 600 Small Cap Value ETF
SLYV
|
$257K |
Top Sells
Sector Composition
| 1 | Healthcare | 48.34% |
| 2 | Technology | 10.81% |
| 3 | Energy | 8.63% |
| 4 | Consumer Discretionary | 2.84% |
| 5 | Communication Services | 2.82% |
