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

Top Buys

1
+$1.07M
2
+$959K
3
+$449K
4
PICK icon
iShares MSCI Global Metals & Mining Producers ETF
PICK
+$393K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$326K

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
– –
-15,200
127
– –
-526
128
– –
-6,542
129
– –
-1,620
130
– –
-4,013
2 3 4 5
6