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
$224M
AUM Growth
+$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$582K
2
+$558K
3
+$556K
4
AAPL icon
Apple
AAPL
+$514K
5
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$439K

Top Sells

1
+$1.3M
2
+$1.16M
3
+$462K
4
MRNA icon
Moderna
MRNA
+$220K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$182K

Sector Composition

1 Financials 9.69%
2 Technology 8.17%
3 Consumer Discretionary 2.72%
4 Healthcare 2.64%
5 Communication Services 1.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.09M 0.93%
22,840
+926
27
$1.97M 0.88%
15,123
+184
28
$1.95M 0.87%
53,321
+3,596
29
$1.71M 0.76%
9,955
+43
30
$1.24M 0.55%
19,454
+217
31
$1.16M 0.52%
7,310
32
$1.06M 0.47%
7,797
+181
33
$955K 0.43%
6,783
+203
34
$953K 0.43%
5,825
+42
35
$918K 0.41%
5,369
-125
36
$912K 0.41%
21,979
+1,770
37
$873K 0.39%
2,194
-57
38
$803K 0.36%
13,590
+1,250
39
$792K 0.35%
15,701
-450
40
$718K 0.32%
7,732
+101
41
$713K 0.32%
24,230
42
$712K 0.32%
13,816
+1
43
$666K 0.3%
2,188
+255
44
$648K 0.29%
1,822
+32
45
$614K 0.27%
4,240
+100
46
$613K 0.27%
8,000
+792
47
$597K 0.27%
11,414
+519
48
$581K 0.26%
4,152
+182
49
$578K 0.26%
1,641
-1,311
50
$567K 0.25%
2,674
+106
1
2
3 4 5