IAP

Indie Asset Partners Portfolio holdings

AUM $75.1M
1-Year Est. Return 17.87%
This Quarter Est. Return
1 Year Est. Return
+17.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$138M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$4.17M
2
+$2.69M
3
+$687K
4
SCI icon
Service Corp International
SCI
+$504K
5
LRCX icon
Lam Research
LRCX
+$424K

Top Sells

1
+$1.1M
2
+$729K
3
+$508K
4
SLYV icon
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
+$330K
5
CRSP icon
CRISPR Therapeutics
CRSP
+$326K

Sector Composition

1 Healthcare 42.37%
2 Technology 12.48%
3 Consumer Discretionary 4.69%
4 Industrials 3.41%
5 Communication Services 3.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$63K 0.05%
613
+25
127
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-2,915
128
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-2,171
129
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-29,652
130
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-2,200
131
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-1,567
132
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-3,232
133
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-4,164
134
– –
-11,200
135
– –
-2,612
136
– –
-2,414
2 3 4 5
6