IAP

Indie Asset Partners Portfolio holdings

AUM $89.7M
1-Year Est. Return 29.52%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$115M
AUM Growth
-$12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
118
New
Increased
Reduced
Closed

Top Buys

1
+$219K
2
+$216K
3
+$201K
4
MSFT icon
Microsoft
MSFT
+$121K
5
CEF icon
Sprott Physical Gold and Silver Trust
CEF
+$106K

Top Sells

1
+$839K
2
+$745K
3
+$564K
4
JPM icon
JPMorgan Chase
JPM
+$522K
5
LLY icon
Eli Lilly
LLY
+$506K

Sector Composition

1 Healthcare 43.99%
2 Technology 12.61%
3 Energy 3.9%
4 Communication Services 3.29%
5 Consumer Discretionary 2.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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