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
+$7.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$7.73M
2
+$1.85M
3
+$1.65M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.03M
5
WMT icon
Walmart
WMT
+$907K

Top Sells

1
+$7.41M
2
+$2.9M
3
+$2.27M
4
LMT icon
Lockheed Martin
LMT
+$970K
5
MRK icon
Merck
MRK
+$883K

Sector Composition

1 Financials 10.7%
2 Technology 8.65%
3 Consumer Staples 4.01%
4 Consumer Discretionary 2.59%
5 Healthcare 2.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.57M 0.86%
10,118
+4,626
27
$1.57M 0.86%
28,380
+3,034
28
$1.54M 0.84%
63,048
-1,662
29
$1.52M 0.83%
14,682
-300
30
$1.25M 0.69%
55,537
+1,336
31
$1.25M 0.68%
8,090
+6
32
$1.23M 0.68%
26,714
+760
33
$1.23M 0.67%
9,418
+134
34
$1.07M 0.59%
47,634
+912
35
$1.03M 0.57%
45,236
+1,337
36
$1.03M 0.56%
30,097
-52
37
$1.03M 0.56%
+11,183
38
$932K 0.51%
5,923
-657
39
$915K 0.5%
5,020
-242
40
$907K 0.5%
+18,459
41
$886K 0.49%
5,959
+122
42
$885K 0.49%
5,590
-712
43
$858K 0.47%
10,043
-1,042
44
$818K 0.45%
8,550
+361
45
$803K 0.44%
21,383
-1,286
46
$762K 0.42%
32,336
-1,819
47
$754K 0.41%
+20,079
48
$753K 0.41%
2,346
49
$717K 0.39%
+4,476
50
$702K 0.39%
+10,123
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