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
$156M
AUM Growth
+$11.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$6.12M
2
+$5.73M
3
+$3.32M
4
SPDW icon
SPDR Portfolio Developed World ex-US ETF
SPDW
+$2.99M
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$2.49M

Top Sells

1
+$10.3M
2
+$2.66M
3
+$2.52M
4
BND icon
Vanguard Total Bond Market
BND
+$2.4M
5
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$1.58M

Sector Composition

1 Financials 10.23%
2 Technology 3.84%
3 Communication Services 1.44%
4 Consumer Discretionary 1.24%
5 Healthcare 0.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$790K 0.51%
+20,098
27
$755K 0.48%
6,865
-119
28
$691K 0.44%
7,569
-2,128
29
$586K 0.38%
11,360
-120
30
$540K 0.35%
+11,333
31
$510K 0.33%
3,983
+73
32
$504K 0.32%
9,720
-340
33
$452K 0.29%
2,462
+1,175
34
$446K 0.29%
+8,836
35
$422K 0.27%
25,635
+15,560
36
$418K 0.27%
15,523
+157
37
$413K 0.27%
4,114
+804
38
$380K 0.24%
2,130
+110
39
$379K 0.24%
7,859
-107
40
$357K 0.23%
5,628
41
$344K 0.22%
21,594
+5,200
42
$334K 0.21%
3,531
+4
43
$323K 0.21%
6,756
-85
44
$319K 0.2%
6,500
-1,900
45
$287K 0.18%
4,930
46
$283K 0.18%
3,576
+166
47
$275K 0.18%
2,978
48
$254K 0.16%
1,050
49
$241K 0.15%
+1,918
50
$235K 0.15%
1,546
-462
1
2
3