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
-$5.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$1.6M
2
+$883K
3
+$570K
4
TSLA icon
Tesla
TSLA
+$392K
5
HODL icon
VanEck Bitcoin Trust
HODL
+$315K

Top Sells

1
+$2.22M
2
+$1.73M
3
+$946K
4
LTPZ icon
PIMCO 15+ Year US TIPS Index Exchange-Traded Fund
LTPZ
+$721K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$577K

Sector Composition

1 Technology 14.01%
2 Financials 11.43%
3 Consumer Staples 3.63%
4 Consumer Discretionary 3.58%
5 Healthcare 1.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.23M 0.69%
20,940
-157
27
$1.14M 0.64%
29,746
+106
28
$1.14M 0.64%
6,411
+142
29
$1.07M 0.6%
47,008
+1,057
30
$1.02M 0.58%
6,114
+24
31
$995K 0.56%
19,105
-13,843
32
$977K 0.55%
16,495
+418
33
$976K 0.55%
2,852
+78
34
$966K 0.54%
1,890
-101
35
$939K 0.53%
10,169
+268
36
$935K 0.53%
17,274
+658
37
$908K 0.51%
8,437
+247
38
$895K 0.5%
5,512
+151
39
$851K 0.48%
9,366
+299
40
$836K 0.47%
9,157
+968
41
$822K 0.46%
5,685
+32
42
$820K 0.46%
3,423
+116
43
$767K 0.43%
17,674
+511
44
$764K 0.43%
14,609
+437
45
$758K 0.43%
5,788
+151
46
$692K 0.39%
24,924
+718
47
$650K 0.37%
18,859
+903
48
$632K 0.35%
1,079
49
$615K 0.35%
26,421
-4,696
50
$579K 0.33%
5,489
+38
1
2
3 4 5