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
$111M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$2.29M
2
+$1.54M
3
+$1.19M
4
TSLA icon
Tesla
TSLA
+$366K
5
SLYV icon
SPDR S&P 600 Small Cap Value ETF
SLYV
+$257K

Top Sells

1
+$567K
2
+$504K
3
+$217K
4
COPX icon
Global X Copper Miners ETF NEW
COPX
+$213K
5
GLD icon
SPDR Gold Trust
GLD
+$71.7K

Sector Composition

1 Healthcare 48.34%
2 Technology 10.81%
3 Energy 8.63%
4 Consumer Discretionary 2.84%
5 Communication Services 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$210K 0.19%
+886
77
$205K 0.19%
+4,501
78
$203K 0.18%
+1,423
79
$158K 0.14%
10,950
80
$154K 0.14%
92,700
81
$64.8K 0.06%
30,000
+3,000
82
$61.6K 0.06%
+10,789
83
$60.2K 0.05%
1,100
84
$53.1K 0.05%
29,000
+4,500
85
$37.3K 0.03%
25,000
86
$15.8K 0.01%
865
-113
87
– –
-5,860
88
– –
-12,675
89
– –
-9,074
1 2 3
4