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
$133M
AUM Growth
-$4.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$4.71M
2
+$501K
3
+$496K
4
INBK icon
First Internet Bancorp
INBK
+$484K
5
META icon
Meta Platforms (Facebook)
META
+$319K

Top Sells

1
+$1.91M
2
+$516K
3
+$403K
4
SLYV icon
SPDR S&P 600 Small Cap Value ETF
SLYV
+$400K
5
CVLT icon
Commault Systems
CVLT
+$348K

Sector Composition

1 Healthcare 42.12%
2 Technology 10.06%
3 Consumer Discretionary 4.09%
4 Industrials 3.44%
5 Financials 3.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$263K 0.2%
5,500
-200
102
$261K 0.2%
4,275
103
$259K 0.19%
9,325
-14,500
104
$257K 0.19%
1,678
+44
105
$255K 0.19%
894
106
$253K 0.19%
+1,557
107
$253K 0.19%
9,714
108
$252K 0.19%
8,300
109
$247K 0.19%
18,625
+800
110
$247K 0.19%
6,441
-1,000
111
$240K 0.18%
+4,365
112
$238K 0.18%
8,000
113
$233K 0.18%
6,542
-100
114
$230K 0.17%
1,084
+18
115
$227K 0.17%
+2,650
116
$221K 0.17%
1,866
+15
117
$220K 0.17%
15,200
-1,000
118
$220K 0.17%
1,620
+165
119
$219K 0.16%
1,432
+25
120
$210K 0.16%
4,300
+75
121
$207K 0.16%
1,573
+35
122
$109K 0.08%
1,420
+457
123
$73K 0.05%
1,100
124
$29K 0.02%
613
125
– –
-835
2 3 4
5
6