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
$210M
AUM Growth
+$75.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Top Buys

1
+$16.5M
2
+$11.7M
3
+$10.6M
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$5.17M
5
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$5.13M

Top Sells

1
+$1.44M
2
+$896K
3
+$418K
4
IWS icon
iShares Russell Mid-Cap Value ETF
IWS
+$392K
5
BX icon
Blackstone
BX
+$290K

Sector Composition

1 Financials 11.11%
2 Technology 4.71%
3 Communication Services 1.62%
4 Consumer Discretionary 1.55%
5 Healthcare 1.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.33M 0.63%
11,100
27
$1.29M 0.61%
9,225
+1,572
28
$1.02M 0.49%
+20,338
29
$955K 0.46%
5,984
30
$941K 0.45%
31,890
+3,584
31
$895K 0.43%
14,947
-52
32
$832K 0.4%
+9,104
33
$755K 0.36%
5,173
+280
34
$723K 0.34%
16,249
+4,156
35
$692K 0.33%
4,786
+724
36
$691K 0.33%
5,535
+236
37
$618K 0.29%
+2,913
38
$596K 0.28%
9,702
+632
39
$542K 0.26%
5,127
+28
40
$523K 0.25%
9,773
+4,046
41
$506K 0.24%
+4,983
42
$487K 0.23%
2,375
+121
43
$468K 0.22%
2,571
+19
44
$465K 0.22%
6,940
-140
45
$423K 0.2%
71,840
-17,800
46
$417K 0.2%
2,916
47
$414K 0.2%
4,679
+199
48
$412K 0.2%
32,178
-204
49
$403K 0.19%
4,642
+127
50
$398K 0.19%
5,366
-50
1
2
3 4