IAP
Indie Asset Partners Portfolio holdings
AUM
$55M
This Quarter Return
+3.13%
1 Year Return
+12.03%
3 Year Return
+98.02%
5 Year Return
+179.46%
10 Year Return
–
AUM
$134M
AUM Growth
+$134M
(+6.3%)
Cap. Flow
+$5.85M
Cap. Flow
% of AUM
4.38%
Top 10 Holdings %
Top 10 Hldgs %
62.07%
Holding
119
New
18
Increased
43
Reduced
36
Closed
3
Top Buys
| 1 |
Broadcom
AVGO
|
$829K |
| 2 |
NVIDIA
NVDA
|
$644K |
| 3 |
Schwab US Large-Cap Growth ETF
SCHG
|
$475K |
| 4 |
Schwab Emerging Markets Equity ETF
SCHE
|
$408K |
| 5 |
Invesco AI and Next Gen Software ETF
IGPT
|
$395K |
Top Sells
| 1 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$1.24M |
| 2 |
Advanced Micro Devices
AMD
|
$201K |
| 3 |
BlackRock Short Maturity Municipal Bond ETF
MEAR
|
$201K |
| 4 |
Texas Pacific Land
TPL
|
$190K |
| 5 |
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% |
