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
$182M
AUM Growth
-$8.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$1.88M
2
+$878K
3
+$868K
4
IUSB icon
iShares Trust iShares Core Universal USD Bond ETF
IUSB
+$818K
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$813K

Top Sells

1
+$2.66M
2
+$957K
3
+$746K
4
HTRB icon
Hartford Total Return Bond ETF
HTRB
+$411K
5
MDT icon
Medtronic
MDT
+$366K

Sector Composition

1 Financials 9.33%
2 Technology 7.79%
3 Consumer Staples 3.56%
4 Consumer Discretionary 2.09%
5 Healthcare 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.69M 0.93%
30,190
+158
27
$1.37M 0.75%
10,141
+101
28
$1.36M 0.74%
52,573
+196
29
$1.27M 0.7%
10,840
30
$1.2M 0.66%
55,211
-954
31
$1.05M 0.58%
48,573
-3,776
32
$996K 0.55%
45,506
-452
33
$936K 0.51%
10,865
+567
34
$894K 0.49%
5,473
+82
35
$879K 0.48%
19,195
-400
36
$878K 0.48%
+6,390
37
$868K 0.48%
+11,331
38
$868K 0.48%
5,318
+620
39
$864K 0.47%
8,320
+1,607
40
$841K 0.46%
12,859
+781
41
$834K 0.46%
2,160
+449
42
$818K 0.45%
+18,388
43
$813K 0.45%
+2
44
$803K 0.44%
+6,258
45
$788K 0.43%
34,548
-1,092
46
$765K 0.42%
23,443
+4,820
47
$747K 0.41%
2,552
+548
48
$737K 0.4%
5,835
+1
49
$721K 0.4%
8,406
+829
50
$716K 0.39%
12,783
+6,085
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