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IAP

Indie Asset Partners Portfolio holdings

AUM $87.8M
1-Year Est. Return 27.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+27.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$97.6M
AUM Growth
-$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$934K
2
+$228K
3
+$45.9K
4
VDE icon
Vanguard Energy ETF
VDE
+$29.3K
5
FTCS icon
First Trust Capital Strength ETF
FTCS
+$22.6K

Top Sells

1
+$2.45M
2
+$2.13M
3
+$581K
4
QQQ icon
Invesco QQQ Trust
QQQ
+$389K
5
FIX icon
Comfort Systems
FIX
+$306K

Sector Composition

1 Healthcare 47.95%
2 Technology 7.18%
3 Consumer Discretionary 3.67%
4 Financials 2.74%
5 Industrials 2.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-1,246
102
– –
-6,976
103
– –
-4,960
104
– –
-7,113
105
– –
-1,444
106
– –
-5,800
107
– –
-894
108
– –
-5,072
109
– –
-11,550
110
– –
-6,780
111
– –
-3,675
1 2 3 4
5