IAP
Indie Asset Partners Portfolio holdings
AUM
$55M
1-Year Return
12.03%
This Quarter Return
+9.39%
1 Year Return
+12.03%
3 Year Return
+98.02%
5 Year Return
+179.46%
10 Year Return
–
AUM
$55M
AUM Growth
-$60.4M
(-52%)
Cap. Flow
-$60.7M
Cap. Flow
% of AUM
-110.35%
Top 10 Holdings %
Top 10 Hldgs %
49.46%
Holding
106
New
10
Increased
7
Reduced
44
Closed
39
Top Buys
| 1 |
Vanguard FTSE All-World ex-US ETF
VEU
|
$5.33M |
| 2 |
Dimensional International Small Cap ETF
DFIS
|
$2.08M |
| 3 |
Schwab Emerging Markets Equity ETF
SCHE
|
$1.12M |
| 4 |
iShares US Aerospace & Defense ETF
ITA
|
$741K |
| 5 |
Fidelity Total Bond ETF
FBND
|
$499K |
Top Sells
| 1 |
Eli Lilly
LLY
|
$45.2M |
| 2 |
Apple
AAPL
|
$2.83M |
| 3 |
Meta Platforms (Facebook)
META
|
$2.58M |
| 4 |
Grayscale Bitcoin Trust
GBTC
|
$1.75M |
| 5 |
JPMorgan Income ETF
JPIE
|
$1.11M |
Sector Composition
| 1 | Technology | 19.72% |
| 2 | Financials | 4.93% |
| 3 | Energy | 4.4% |
| 4 | Consumer Discretionary | 4.21% |
| 5 | Communication Services | 2.27% |
