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
$79.7M
AUM Growth
-$465K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Sells

1 +$9.47M
2 +$3.29M
3 +$3.01M
4
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$2.71M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.95M

Sector Composition

1 Healthcare 21.49%
2 Technology 15.82%
3 Consumer Discretionary 7.62%
4 Communication Services 6.36%
5 Financials 3.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-3,063
102
-2,750
103
-11,600
104
-5,850
105
-10,000