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
$126M
AUM Growth
+$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$813K
2
+$804K
3
+$507K
4
HELO icon
JPMorgan Hedged Equity Laddered Overlay ETF
HELO
+$495K
5
JPIE icon
JPMorgan Income ETF
JPIE
+$494K

Top Sells

1
+$3.88M
2
+$790K
3
+$408K
4
VEGI icon
iShares MSCI Agriculture Producers ETF
VEGI
+$267K
5
NSC icon
Norfolk Southern
NSC
+$229K

Sector Composition

1 Healthcare 46.1%
2 Technology 12.67%
3 Communication Services 3.75%
4 Energy 3.55%
5 Consumer Discretionary 3.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$264K 0.21%
+9,120
77
$263K 0.21%
3,980
+25
78
$262K 0.21%
8,354
+474
79
$252K 0.2%
+297
80
$246K 0.2%
2,587
+359
81
$245K 0.2%
+8,271
82
$245K 0.2%
672
+44
83
$244K 0.19%
1,411
+202
84
$238K 0.19%
+541
85
$237K 0.19%
2,817
+3
86
$219K 0.17%
+6,789
87
$217K 0.17%
2,184
+233
88
$217K 0.17%
+983
89
$215K 0.17%
+3,649
90
$213K 0.17%
+3,071
91
$207K 0.17%
10,843
-726
92
$205K 0.16%
17,550
+1,150
93
$201K 0.16%
+1,238
94
$201K 0.16%
+8,250
95
$201K 0.16%
+4,000
96
$156K 0.12%
10,950
97
$105K 0.08%
18,910
-2,500
98
$54.8K 0.04%
12,721
+190
99
$31.1K 0.02%
1,100
100
$18.3K 0.01%
25,000
1 2 3
4
5