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
$199M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$1.47M
2
+$1.14M
3
+$1.1M
4
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$904K
5
CEMB icon
iShares JPMorgan EM Corporate Bond ETF
CEMB
+$528K

Top Sells

1
+$2.54M
2
+$1.76M
3
+$658K
4
VXX icon
iPath Series B S&P 500 VIX Short-Term Futures ETN
VXX
+$623K
5
BNTX icon
BioNTech
BNTX
+$377K

Sector Composition

1 Financials 10.02%
2 Technology 8.09%
3 Consumer Discretionary 3.65%
4 Healthcare 1.46%
5 Communication Services 1.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$904K 0.46%
+21,900
27
$861K 0.43%
5,473
+154
28
$850K 0.43%
17,059
+1,252
29
$845K 0.43%
3,631
+77
30
$794K 0.4%
5,707
+97
31
$783K 0.39%
3,092
+45
32
$623K 0.31%
3,493
+402
33
$574K 0.29%
3,169
-117
34
$554K 0.28%
5,172
-906
35
$539K 0.27%
1,972
-254
36
$536K 0.27%
41,040
-11,120
37
$530K 0.27%
9,200
-1,602
38
$527K 0.27%
+3,475
39
$492K 0.25%
4,790
40
$454K 0.23%
2,075
+847
41
$451K 0.23%
7,676
-573
42
$438K 0.22%
28,890
-234
43
$427K 0.21%
3,903
-176
44
$415K 0.21%
5,338
+154
45
$414K 0.21%
19,062
-1,291
46
$402K 0.2%
11,078
+161
47
$401K 0.2%
4,580
-2,360
48
$398K 0.2%
4,540
+20
49
$376K 0.19%
1,055
+234
50
$367K 0.18%
7,326
+258
1
2
3 4 5