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
$134M
AUM Growth
+$7.92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$644K
2
+$475K
3
+$408K
4
IGPT icon
Invesco AI and Next Gen Software ETF
IGPT
+$395K
5
AMT icon
American Tower
AMT
+$320K

Top Sells

1
+$1.24M
2
+$201K
3
+$201K
4
TPL icon
Texas Pacific Land
TPL
+$190K
5
AAPL icon
Apple
AAPL
+$151K

Sector Composition

1 Healthcare 42.52%
2 Technology 13.27%
3 Communication Services 3.85%
4 Energy 3.84%
5 Industrials 3.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$297K 0.22%
1,716
-75
77
$290K 0.22%
+1,048
78
$288K 0.22%
591
-5
79
$288K 0.22%
4,365
80
$287K 0.21%
3,510
81
$284K 0.21%
1,667
-22
82
$282K 0.21%
+3,339
83
$279K 0.21%
5,508
-54
84
$279K 0.21%
9,762
85
$275K 0.21%
6,926
-478
86
$274K 0.21%
9,170
+50
87
$271K 0.2%
2,491
-96
88
$270K 0.2%
+4,328
89
$266K 0.2%
+10,872
90
$266K 0.2%
8,545
+274
91
$260K 0.2%
+1,048
92
$258K 0.19%
542
+1
93
$256K 0.19%
2,821
+4
94
$252K 0.19%
672
95
$239K 0.18%
+453
96
$238K 0.18%
869
-95
97
$238K 0.18%
9,500
+1,250
98
$234K 0.18%
+15,500
99
$233K 0.17%
+1,992
100
$233K 0.17%
6,789
1 2 3
4
5