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
$174M
AUM Growth
-$7.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$1.63M
2
+$793K
3
+$367K
4
IUSB icon
iShares Trust iShares Core Universal USD Bond ETF
IUSB
+$340K
5
BSDE
Invesco BulletShares 2024 USD Emerging Markets Debt ETF
BSDE
+$333K

Top Sells

1
+$4.7M
2
+$2.32M
3
+$2.13M
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$1.77M
5
CTXS
Citrix Systems Inc
CTXS
+$864K

Sector Composition

1 Financials 9.38%
2 Technology 7.26%
3 Consumer Staples 4.18%
4 Healthcare 2.49%
5 Consumer Discretionary 1.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.33M 0.76%
10,600
-240
27
$1.31M 0.75%
25,346
+6,151
28
$1.26M 0.72%
14,982
-1,327
29
$1.25M 0.71%
9,284
+2,737
30
$1.25M 0.71%
26,809
+17,085
31
$1.23M 0.7%
8,084
-2,057
32
$1.2M 0.69%
54,201
-1,010
33
$1.17M 0.67%
25,954
+7,566
34
$1.16M 0.67%
10,446
-419
35
$1.04M 0.6%
6,580
+190
36
$1.03M 0.59%
46,722
-1,851
37
$994K 0.57%
30,149
+8,417
38
$988K 0.57%
43,899
-1,607
39
$970K 0.56%
5,492
+19
40
$970K 0.56%
1,994
-166
41
$951K 0.55%
5,262
-56
42
$929K 0.53%
11,085
-246
43
$885K 0.51%
5,837
+2
44
$884K 0.51%
6,302
+44
45
$877K 0.5%
22,669
-774
46
$797K 0.46%
12,530
-253
47
$796K 0.46%
34,155
-393
48
$782K 0.45%
11,696
-1,163
49
$781K 0.45%
10,272
-426
50
$781K 0.45%
8,189
-217
1
2
3 4 5