IAP
Indie Asset Partners Portfolio holdings
AUM
$55M
This Quarter Return
+1.47%
1 Year Return
+12.03%
3 Year Return
+98.02%
5 Year Return
+179.46%
10 Year Return
–
AUM
$115M
AUM Growth
+$115M
(-9.4%)
Cap. Flow
-$12M
Cap. Flow
% of AUM
-10.43%
Top 10 Holdings %
Top 10 Hldgs %
64.62%
Holding
118
New
3
Increased
14
Reduced
65
Closed
22
Top Buys
| 1 |
W.R. Berkley
WRB
|
$233K |
| 2 |
GE Aerospace
GE
|
$220K |
| 3 |
DHDG
FT Vest U.S. Equity Quarterly 2.5 to 15 Buffer ETF
DHDG
|
$215K |
| 4 |
Sprott Physical Gold and Silver Trust
CEF
|
$114K |
| 5 |
Microsoft
MSFT
|
$111K |
Top Sells
| 1 |
Meta Platforms (Facebook)
META
|
$749K |
| 2 |
W.W. Grainger
GWW
|
$745K |
| 3 |
First Internet Bancorp
INBK
|
$564K |
| 4 |
Eli Lilly
LLY
|
$502K |
| 5 |
JPMorgan Chase
JPM
|
$502K |
Sector Composition
| 1 | Healthcare | 43.99% |
| 2 | Technology | 12.61% |
| 3 | Energy | 3.9% |
| 4 | Communication Services | 3.29% |
| 5 | Consumer Discretionary | 2.85% |
