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
$139M
AUM Growth
-$7.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$997K
2
+$929K
3
+$573K
4
SJB icon
ProShares Short High Yield
SJB
+$567K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$294K

Top Sells

1
+$8.07M
2
+$5.28M
3
+$2.15M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$1.38M
5
HYS icon
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
+$1.09M

Sector Composition

1 Financials 10.15%
2 Technology 3.64%
3 Communication Services 1.57%
4 Healthcare 0.77%
5 Industrials 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$557K 0.4%
15,450
27
$529K 0.38%
11,940
+2,800
28
$479K 0.35%
15,270
29
$469K 0.34%
3,763
-281
30
$416K 0.3%
10,560
-899
31
$411K 0.3%
2,875
-144
32
$375K 0.27%
3,305
-90
33
$361K 0.26%
2,629
-205
34
$348K 0.25%
3,000
35
$333K 0.24%
6,833
36
$301K 0.22%
8,100
37
$298K 0.21%
3,317
-952
38
$294K 0.21%
+1,765
39
$273K 0.2%
+16,075
40
$258K 0.19%
12,500
41
$254K 0.18%
4,930
42
$243K 0.18%
2,929
+202
43
$241K 0.17%
+10,350
44
$215K 0.15%
3,295
+7
45
$208K 0.15%
+7,200
46
$137K 0.1%
12,394
47
$125K 0.09%
5,000
+1,667
48
$89K 0.06%
18,600
49
$61K 0.04%
9,286
50
$50K 0.04%
14,000
1
2
3