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
$87.9M
AUM Growth
+$1.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$1.12M
2
+$1.09M
3
+$556K
4
FIX icon
Comfort Systems
FIX
+$532K
5
STMP
Stamps.com, Inc.
STMP
+$457K

Top Sells

1
+$1.16M
2
+$847K
3
+$669K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$540K
5
BABA icon
Alibaba
BABA
+$462K

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
2 3 4 5
6