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
$85.9M
AUM Growth
+$6.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
119
New
Increased
Reduced
Closed

Top Buys

1
+$2.95M
2
+$2.29M
3
+$790K
4
LIT icon
Global X Lithium & Battery Tech ETF
LIT
+$643K
5
ICE icon
Intercontinental Exchange
ICE
+$583K

Top Sells

1
+$2.29M
2
+$1.17M
3
+$1.13M
4
AAPL icon
Apple
AAPL
+$919K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$768K

Sector Composition

1 Healthcare 26.09%
2 Technology 15.8%
3 Consumer Discretionary 8.16%
4 Communication Services 5.61%
5 Financials 4.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$213K 0.25%
21,800
+1,800
102
$210K 0.24%
+3,068
103
$209K 0.24%
3,582
-2,313
104
$208K 0.24%
+8,520
105
$207K 0.24%
+2,950
106
$207K 0.24%
+508
107
$117K 0.14%
563
108
$111K 0.13%
+12,200
109
$70K 0.08%
1,100
-49
110
– –
-35,000
111
– –
-2,366
112
– –
-10,250
113
– –
-5,536
114
– –
-28,113
115
– –
-1,401
116
– –
-1,391
117
– –
-1,047
118
– –
-2,970
119
– –
-428
1 2 3 4
5