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
$194M
AUM Growth
+$34.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$6.94M
2
+$6.41M
3
+$6.09M
4
MBB icon
iShares MBS ETF
MBB
+$5.96M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$5.72M

Top Sells

1
+$4.84M
2
+$3.66M
3
+$3.63M
4
HYDW icon
Xtrackers Low Beta High Yield Bond ETF
HYDW
+$3.25M
5
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$2.88M

Sector Composition

1 Financials 9.22%
2 Technology 6.02%
3 Consumer Discretionary 2.61%
4 Communication Services 1.31%
5 Healthcare 1.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.03M 0.53%
11,100
27
$983K 0.51%
16,437
-831
28
$898K 0.46%
9,548
-1,240
29
$772K 0.4%
3,581
-275
30
$753K 0.39%
4,370
-1,020
31
$739K 0.38%
20,008
+7,968
32
$709K 0.37%
5,041
+65
33
$665K 0.34%
7,264
-216
34
$653K 0.34%
5,459
+46
35
$630K 0.32%
5,984
36
$627K 0.32%
3,105
-616
37
$625K 0.32%
+11,589
38
$619K 0.32%
+50,136
39
$603K 0.31%
11,141
+141
40
$531K 0.27%
55,880
-11,800
41
$527K 0.27%
5,371
+541
42
$520K 0.27%
7,340
+120
43
$476K 0.25%
4,676
+11
44
$465K 0.24%
2,046
-422
45
$462K 0.24%
20,240
-4,717
46
$451K 0.23%
2,697
+178
47
$433K 0.22%
3,883
+386
48
$404K 0.21%
7,323
+43
49
$393K 0.2%
1,333
+12
50
$390K 0.2%
+11,470
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