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
$184M
AUM Growth
+$5.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$1.35M
2
+$1.01M
3
+$873K
4
CSCO icon
Cisco
CSCO
+$856K
5
PGR icon
Progressive
PGR
+$839K

Top Sells

1
+$1.9M
2
+$1.36M
3
+$1.07M
4
WMT icon
Walmart
WMT
+$898K
5
HAS icon
Hasbro
HAS
+$835K

Sector Composition

1 Technology 12.68%
2 Financials 10.72%
3 Consumer Staples 3.71%
4 Consumer Discretionary 2.94%
5 Healthcare 2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.74M 0.95%
46,391
-947
27
$1.73M 0.94%
36,742
-596
28
$1.52M 0.82%
7,650
-507
29
$1.37M 0.74%
21,097
-808
30
$1.24M 0.67%
6,269
+3,669
31
$1.22M 0.67%
29,640
-443
32
$1.05M 0.57%
6,090
-1
33
$1.01M 0.55%
+45,951
34
$972K 0.53%
1,991
35
$960K 0.52%
8,190
-473
36
$946K 0.52%
8,957
-789
37
$941K 0.51%
9,067
-727
38
$916K 0.5%
5,653
-80
39
$873K 0.48%
+5,361
40
$856K 0.47%
+16,077
41
$839K 0.46%
+3,307
42
$830K 0.45%
+9,901
43
$802K 0.44%
+5,637
44
$798K 0.43%
8,189
+182
45
$787K 0.43%
+24,206
46
$778K 0.42%
+17,163
47
$778K 0.42%
+2,774
48
$759K 0.41%
16,616
+11,258
49
$730K 0.4%
31,117
-10,412
50
$723K 0.39%
+14,172
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