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
$134M
AUM Growth
+$27.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$6.51M
2
+$4.9M
3
+$4.87M
4
ACWV icon
iShares MSCI Global Min Vol Factor ETF
ACWV
+$4.17M
5
CHE icon
Chemed
CHE
+$418K

Top Sells

1
+$4.84M
2
+$1.85M
3
+$1.07M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$771K
5
BABA icon
Alibaba
BABA
+$487K

Sector Composition

1 Financials 17.81%
2 Technology 5.73%
3 Communication Services 2.19%
4 Consumer Discretionary 1.83%
5 Healthcare 1.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$633K 0.47%
4,893
-402
27
$547K 0.41%
9,070
-289
28
$529K 0.39%
4,062
+18
29
$520K 0.39%
5,099
+32
30
$487K 0.36%
12,093
-3,349
31
$460K 0.34%
1,983
+743
32
$432K 0.32%
7,080
+1,440
33
$424K 0.32%
2,552
-40
34
$418K 0.31%
+1,000
35
$417K 0.31%
19,094
36
$414K 0.31%
8,294
-3,948
37
$405K 0.3%
2,916
+150
38
$401K 0.3%
2,254
+205
39
$392K 0.29%
4,365
+3
40
$390K 0.29%
89,640
+8,800
41
$383K 0.29%
32,382
-34,434
42
$378K 0.28%
4,515
-100
43
$368K 0.27%
5,206
44
$339K 0.25%
4,480
+470
45
$335K 0.25%
5,416
-1,000
46
$332K 0.25%
5,090
-538
47
$307K 0.23%
+5,727
48
$290K 0.22%
5,935
49
$267K 0.2%
4,127
-400
50
$264K 0.2%
6,451
-4,482
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