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
$111M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$2.29M
2
+$1.54M
3
+$1.19M
4
TSLA icon
Tesla
TSLA
+$366K
5
SLYV icon
SPDR S&P 600 Small Cap Value ETF
SLYV
+$257K

Top Sells

1
+$567K
2
+$504K
3
+$217K
4
COPX icon
Global X Copper Miners ETF NEW
COPX
+$213K
5
GLD icon
SPDR Gold Trust
GLD
+$71.7K

Sector Composition

1 Healthcare 48.34%
2 Technology 10.81%
3 Energy 8.63%
4 Consumer Discretionary 2.84%
5 Communication Services 2.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$38M 34.25%
65,127
+77
2
$12.2M 10.97%
433,000
3
$7.31M 6.6%
424,626
+133,008
4
$6.72M 6.06%
34,889
+61
5
$3.4M 3.07%
9,040
-48
6
$2.6M 2.35%
31,198
+3,087
7
$2.56M 2.31%
25,870
+185
8
$2.36M 2.13%
20,156
+134
9
$1.88M 1.7%
5,321
-75
10
$1.54M 1.39%
+18,415
11
$1.51M 1.37%
59,670
+438
12
$1.33M 1.2%
8,735
-90
13
$1.19M 1.07%
+20,750
14
$1.05M 0.95%
16,072
+540
15
$993K 0.9%
47,900
+1,668
16
$875K 0.79%
2,951
-9
17
$866K 0.78%
20,375
-1,000
18
$855K 0.77%
2,742
19
$811K 0.73%
43,713
20
$767K 0.69%
2,947
-20
21
$731K 0.66%
4,307
+38
22
$714K 0.64%
1,513
-95
23
$672K 0.61%
6,720
+203
24
$624K 0.56%
1,313
+64
25
$620K 0.56%
14,698
-208
1
2 3 4