IAP
Indie Asset Partners Portfolio holdings
AUM
$55M
This Quarter Return
+6.7%
1 Year Return
+12.03%
3 Year Return
+98.02%
5 Year Return
+179.46%
10 Year Return
–
AUM
$87.9M
AUM Growth
+$87.9M
(+2.3%)
Cap. Flow
-$2.31M
Cap. Flow
% of AUM
-2.63%
Top 10 Holdings %
Top 10 Hldgs %
42.9%
Holding
128
New
19
Increased
29
Reduced
59
Closed
9
Top Buys
Top Sells
| 1 |
SPDR S&P 600 Small Cap Value ETF
SLYV
|
$1.24M |
| 2 |
Apple
AAPL
|
$806K |
| 3 |
Schwab US Large-Cap Growth ETF
SCHG
|
$667K |
| 4 |
Alphabet (Google) Class C
GOOG
|
$562K |
| 5 |
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% |