IF

IRON Financial Portfolio holdings

AUM $209M
1-Year Est. Return 13.4%
This Quarter Est. Return
1 Year Est. Return
+13.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$989K
AUM Growth
-$77.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$65.2K
2
+$58K
3
+$42K
4
DVY icon
iShares Select Dividend ETF
DVY
+$18.4K
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$17.7K

Top Sells

1
+$7.04M
2
+$535K
3
+$509K
4
GLD icon
SPDR Gold Trust
GLD
+$203K
5
NSC icon
Norfolk Southern
NSC
+$201K

Sector Composition

1 Financials 11.02%
2 Technology 4.33%
3 Communication Services 2.09%
4 Real Estate 1.94%
5 Industrials 1.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.74K 0.48%
10,198
-586
27
$4.29K 0.43%
+9,164
28
$3.96K 0.4%
3,270
-265
29
$3.33K 0.34%
18,586
-4,779
30
$2.72K 0.27%
1,773
+507
31
$2.38K 0.24%
4,168
32
$2.37K 0.24%
+3,110
33
$2.18K 0.22%
+2,311
34
$2.16K 0.22%
12,493
35
$2.09K 0.21%
2,261
-770
36
$2.05K 0.21%
15,000
37
$1.61K 0.16%
+12,498
38
$1.56K 0.16%
+4,450
39
$1.37K 0.14%
+8,040
40
$1.3K 0.13%
+5,957
41
$1.3K 0.13%
+5,000
42
$1.29K 0.13%
+12,240
43
$1.18K 0.12%
+56,819
44
$1.16K 0.12%
+7,000
45
$1.03K 0.1%
+9,335
46
$967 0.1%
+7,995
47
$952 0.1%
+6,000
48
$911 0.09%
17,590
+1,853
49
$911 0.09%
+8,629
50
$898 0.09%
16,240
+400
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