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
$178M
AUM Growth
-$1.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$749K
2
+$573K
3
+$432K
4
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$296K
5
WMB icon
Williams Companies
WMB
+$228K

Top Sells

1
+$2.97M
2
+$761K
3
+$730K
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$697K
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$415K

Sector Composition

1 Technology 11.72%
2 Financials 9.59%
3 Consumer Discretionary 3.94%
4 Consumer Staples 3.19%
5 Healthcare 1.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.69M 0.95%
37,338
+368
27
$1.66M 0.93%
47,338
-533
28
$1.49M 0.84%
8,157
29
$1.44M 0.81%
63,611
-2,366
30
$1.32M 0.74%
21,905
-218
31
$1.13M 0.64%
30,083
-168
32
$1.05M 0.59%
15,466
+266
33
$1.03M 0.58%
9,746
-1,365
34
$1M 0.56%
6,091
+64
35
$998K 0.56%
1,978
+7
36
$997K 0.56%
8,663
+6,502
37
$958K 0.54%
41,529
-911
38
$954K 0.53%
1,991
+1
39
$950K 0.53%
9,794
+1,032
40
$895K 0.5%
2,200
41
$838K 0.47%
5,733
+127
42
$835K 0.47%
14,278
+400
43
$822K 0.46%
35,877
+179
44
$822K 0.46%
7,465
+47
45
$797K 0.45%
7,869
+70
46
$788K 0.44%
927
+22
47
$788K 0.44%
2,895
+25
48
$787K 0.44%
34,632
-2,709
49
$755K 0.42%
10,886
+106
50
$722K 0.4%
6,312
+73
1
2
3 4 5