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
$146M
AUM Growth
+$64.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$18.1M
2
+$15.6M
3
+$15.3M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.39M
5
HYS icon
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
+$2.5M

Top Sells

1
+$1.43M
2
+$1.08M
3
+$575K
4
AAPL icon
Apple
AAPL
+$326K
5
CME icon
CME Group
CME
+$321K

Sector Composition

1 Financials 9.18%
2 Technology 2.73%
3 Communication Services 0.83%
4 Healthcare 0.74%
5 Consumer Discretionary 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$457K 0.31%
3,019
-173
27
$401K 0.27%
11,459
-3,105
28
$382K 0.26%
2,834
-289
29
$365K 0.25%
6,833
-79
30
$359K 0.25%
4,269
-27
31
$354K 0.24%
3,395
+20
32
$344K 0.23%
3,000
33
$343K 0.23%
9,140
+2,420
34
$316K 0.22%
8,100
-2,300
35
$280K 0.19%
12,500
36
$250K 0.17%
33,100
+1,000
37
$241K 0.16%
1,800
-138
38
$236K 0.16%
4,930
39
$226K 0.15%
2,727
-99
40
$206K 0.14%
3,288
+6
41
$189K 0.13%
3,170
42
$180K 0.12%
+12,394
43
$95K 0.06%
15,456
-638
44
$88K 0.06%
11,351
-1,407
45
$78K 0.05%
+18,600
46
$73K 0.05%
+3,333
47
$55K 0.04%
9,286
48
$35K 0.02%
14,000
-4,000
49
$32K 0.02%
11,405
50
$7K ﹤0.01%
2,500
1
2
3