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
+$387K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$882K
2
+$859K
3
+$835K
4
LNT icon
Alliant Energy
LNT
+$829K
5
JNJ icon
Johnson & Johnson
JNJ
+$811K

Top Sells

1
+$1.16M
2
+$977K
3
+$939K
4
WMB icon
Williams Companies
WMB
+$935K
5
CLX icon
Clorox
CLX
+$895K

Sector Composition

1 Technology 12.77%
2 Financials 12.33%
3 Consumer Discretionary 3.52%
4 Consumer Staples 2.03%
5 Healthcare 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.4M 0.78%
7,212
+1
27
$1.3M 0.73%
20,944
+4
28
$1.17M 0.65%
29,638
-108
29
$1.15M 0.64%
40,639
-6,369
30
$1.12M 0.63%
20,493
+1,388
31
$1.11M 0.62%
3,544
+2,674
32
$1.05M 0.59%
6,138
+24
33
$899K 0.5%
18,621
+9,688
34
$893K 0.5%
19,778
+2,104
35
$889K 0.5%
4,870
+3,664
36
$887K 0.5%
1,891
+1
37
$882K 0.49%
+1,894
38
$859K 0.48%
+4,682
39
$848K 0.48%
5,061
+2,147
40
$829K 0.46%
+12,878
41
$797K 0.45%
+82,149
42
$758K 0.42%
+6,696
43
$752K 0.42%
+945
44
$744K 0.42%
2,109
-743
45
$669K 0.38%
1,257
+244
46
$648K 0.36%
+16,316
47
$622K 0.35%
1,079
48
$597K 0.33%
18,213
-646
49
$593K 0.33%
25,568
-853
50
$569K 0.32%
+5,421
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