IAP

Indie Asset Partners Portfolio holdings

AUM $55M
1-Year Est. Return 12.03%
This Quarter Est. Return
1 Year Est. Return
+12.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$87.9M
AUM Growth
+$1.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1 +$1.09M
2 +$1.09M
3 +$622K
4
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$547K
5
STMP
Stamps.com, Inc.
STMP
+$428K

Top Sells

1 +$1.24M
2 +$806K
3 +$667K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$562K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$483K

Sector Composition

1 Healthcare 25.66%
2 Technology 14.03%
3 Consumer Discretionary 7.08%
4 Communication Services 4.73%
5 Financials 4.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-18,000
127
-6,225
128
-12,500