IAP
Indie Asset Partners Portfolio holdings
AUM
$75.1M
1-Year Est. Return
17.87%
1 Year Est. Return
+17.87%
AUM
$55M
AUM Growth
-$60.4M
(-52%)
Holding
106
Top Buys
| 1 | +$5.33M | |
| 2 | +$2.08M | |
| 3 | +$1.12M | |
| 4 |
iShares US Aerospace & Defense ETF
ITA
|
+$741K |
| 5 |
Fidelity Total Bond ETF
FBND
|
+$499K |
Top Sells
| 1 | +$45.2M | |
| 2 | +$2.83M | |
| 3 | +$2.58M | |
| 4 |
Grayscale Bitcoin Trust
GBTC
|
+$1.75M |
| 5 |
JPMorgan Income ETF
JPIE
|
+$1.11M |
Sector Composition
| 1 | Technology | 19.72% |
| 2 | Financials | 4.93% |
| 3 | Energy | 4.4% |
| 4 | Consumer Discretionary | 4.21% |
| 5 | Communication Services | 2.27% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Shopify
SHOP
$208B
| – | – |
-2,880
|
|
||
102
First Trust Smith Unconstrained Bond ETF
UCON
$3.15B
| – | – |
-16,840
|
|
||
103
UnitedHealth
UNH
$308B
| – | – |
-633
|
|
||
104
Vanguard Large-Cap ETF
VV
$47.4B
| – | – |
-1,191
|
|
||
105
Walmart
WMT
$912B
| – | – |
-6,706
|
|
||
|
DHDG
106
FT Vest U.S. Equity Quarterly 2.5 to 15 Buffer ETF
DHDG
$38.1M
| – | – |
-7,125
|
|