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
$113M
AUM Growth
-$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Sells

1 +$7.79M
2 +$810K
3 +$699K
4
SPLK
Splunk Inc
SPLK
+$596K
5
BKCH icon
Global X Blockchain ETF
BKCH
+$542K

Sector Composition

1 Healthcare 45.39%
2 Technology 7.31%
3 Consumer Discretionary 3.68%
4 Industrials 3.32%
5 Financials 2.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-6,542
127
-6,441
128
-690
129
-1,620
130
-4,013