IAP
Indie Asset Partners Portfolio holdings
AUM
$55M
This Quarter Return
-2.14%
1 Year Return
+12.03%
3 Year Return
+98.02%
5 Year Return
+179.46%
10 Year Return
–
AUM
$127M
AUM Growth
+$127M
(-4.6%)
Cap. Flow
+$2.68M
Cap. Flow
% of AUM
2.1%
Top 10 Holdings %
Top 10 Hldgs %
59.83%
Holding
120
New
4
Increased
53
Reduced
40
Closed
5
Top Buys
| 1 |
Schwab US Large-Cap Growth ETF
SCHG
|
$1.53M |
| 2 |
Schwab US Dividend Equity ETF
SCHD
|
$1.28M |
| 3 |
Grayscale Bitcoin Trust
GBTC
|
$940K |
| 4 |
Schwab US Broad Market ETF
SCHB
|
$660K |
| 5 |
Lam Research
LRCX
|
$228K |
Top Sells
| 1 |
Eli Lilly
LLY
|
$679K |
| 2 |
Microsoft
MSFT
|
$559K |
| 3 |
Visa
V
|
$400K |
| 4 |
Sherwin-Williams
SHW
|
$400K |
| 5 |
GE Aerospace
GE
|
$207K |
Sector Composition
| 1 | Healthcare | 38.18% |
| 2 | Technology | 14.4% |
| 3 | Communication Services | 4.3% |
| 4 | Energy | 3.88% |
| 5 | Consumer Discretionary | 3.61% |
