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
$186M
AUM Growth
+$3.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$1.23M
2
+$368K
3
+$227K
4
VUG icon
Vanguard Growth ETF
VUG
+$223K
5
FTNT icon
Fortinet
FTNT
+$214K

Top Sells

1
+$1.03M
2
+$600K
3
+$420K
4
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$310K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$273K

Sector Composition

1 Financials 10.38%
2 Technology 10.02%
3 Consumer Staples 3.9%
4 Consumer Discretionary 2.7%
5 Healthcare 2.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.71M 0.92%
74,736
-3,303
27
$1.67M 0.9%
10,113
-5
28
$1.64M 0.88%
50,476
+510
29
$1.58M 0.85%
34,797
+8,083
30
$1.54M 0.83%
63,516
+468
31
$1.37M 0.73%
9,402
-16
32
$1.31M 0.71%
8,090
33
$1.23M 0.66%
54,397
-1,140
34
$1.06M 0.57%
47,045
-589
35
$1.05M 0.56%
30,434
+337
36
$1.01M 0.54%
44,085
-1,151
37
$987K 0.53%
18,837
+378
38
$913K 0.49%
4,930
-90
39
$907K 0.49%
5,978
+19
40
$869K 0.47%
5,466
-124
41
$867K 0.47%
2,347
+1
42
$854K 0.46%
4,439
-37
43
$854K 0.46%
19,935
-144
44
$818K 0.44%
12,623
-116
45
$810K 0.43%
5,482
-441
46
$758K 0.41%
8,383
-167
47
$757K 0.41%
9,872
-171
48
$737K 0.4%
2,161
+123
49
$726K 0.39%
17,160
-2,640
50
$708K 0.38%
20,982
-401
1
2
3 4 5