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
$123M
AUM Growth
+$35.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$28.5M
2
+$667K
3
+$633K
4
PICK icon
iShares MSCI Global Metals & Mining Producers ETF
PICK
+$362K
5
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$353K

Top Sells

1
+$1.08M
2
+$834K
3
+$416K
4
CVLT icon
Commault Systems
CVLT
+$346K
5
AAPL icon
Apple
AAPL
+$281K

Sector Composition

1 Healthcare 43.79%
2 Technology 12.17%
3 Consumer Discretionary 5.12%
4 Communication Services 3.46%
5 Financials 3.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$87K 0.07%
1,071
127
$74K 0.06%
588
-475
128
$72K 0.06%
1,100
129
– –
-42,550
130
– –
-18,896
131
– –
-2,799
132
– –
-3,761
2 3 4 5
6