IAP
Indie Asset Partners Portfolio holdings
AUM
$55M
This Quarter Return
+7.88%
1 Year Return
+12.03%
3 Year Return
+98.02%
5 Year Return
+179.46%
10 Year Return
–
AUM
$94.1M
AUM Growth
–
Cap. Flow
+$94.1M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
55.71%
Holding
85
New
85
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
|
$13.6M |
| 2 |
Eli Lilly
LLY
|
$8.89M |
| 3 |
Apple
AAPL
|
$5.38M |
| 4 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$4.77M |
| 5 |
Schwab US Mid-Cap ETF
SCHM
|
$4.28M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 14.42% |
| 2 | Technology | 9.7% |
| 3 | Consumer Discretionary | 5.24% |
| 4 | Communication Services | 5.22% |
| 5 | Energy | 3.76% |
