IF
IRON Financial Portfolio holdings
AUM
$189M
This Quarter Return
+8.01%
1 Year Return
+14.86%
3 Year Return
+39.68%
5 Year Return
+58.8%
10 Year Return
+116.22%
AUM
$98M
AUM Growth
–
Cap. Flow
+$98M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
72.95%
Holding
42
New
42
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$19.1M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$10M |
| 3 |
CME Group
CME
|
$8.98M |
| 4 |
Vanguard Dividend Appreciation ETF
VIG
|
$6.69M |
| 5 |
SPDR Bloomberg Convertible Securities ETF
CWB
|
$5.24M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 11.9% |
| 2 | Technology | 3.19% |
| 3 | Communication Services | 1.85% |
| 4 | Industrials | 1.1% |
| 5 | Healthcare | 0.46% |
