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IF

IRON Financial Portfolio holdings

AUM $229M
1-Year Est. Return 13.96%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$229M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$3.48M
2
+$2.87M
3
+$1.35M
4
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$1.14M
5
ADSK icon
Autodesk
ADSK
+$967K

Top Sells

1
+$945K
2
+$905K
3
+$873K
4
NOW icon
ServiceNow
NOW
+$754K
5
CHD icon
Church & Dwight Co
CHD
+$754K

Sector Composition

1 Technology 11.85%
2 Financials 11.34%
3 Consumer Staples 3.02%
4 Energy 2.41%
5 Consumer Discretionary 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KHC icon
51
Kraft Heinz
KHC
$27.8B
$832K 0.36%
36,988
+5,070
IQLT icon
52
iShares MSCI Intl Quality Factor ETF
IQLT
$13.5B
$817K 0.36%
17,668
+215
EDIV icon
53
State Street SPDR S&P Emerging Markets Dividend ETF
EDIV
$1.28B
$806K 0.35%
+20,413
ERIE icon
54
Erie Indemnity
ERIE
$11.7B
$785K 0.34%
3,123
+860
BRK.B icon
55
Berkshire Hathaway Class B
BRK.B
$1.06T
$783K 0.34%
1,635
+80
LTPZ icon
56
PIMCO 15+ Year US TIPS Index Exchange-Traded Fund
LTPZ
$713M
$774K 0.34%
15,169
-7,030
DIVI icon
57
Franklin International Core Dividend Tilt Index ETF
DIVI
$2.59B
$769K 0.34%
+19,305
CPB icon
58
Campbell Soup
CPB
$6.35B
$750K 0.33%
33,661
+7,494
TSLA icon
59
Tesla
TSLA
$1.5T
$731K 0.32%
1,966
+193
COP icon
60
ConocoPhillips
COP
$136B
$724K 0.32%
5,487
-3,042
DG icon
61
Dollar General
DG
$24.6B
$713K 0.31%
6,006
-1,596
STZ icon
62
Constellation Brands
STZ
$24.4B
$707K 0.31%
4,711
+2,621
ABBV icon
63
AbbVie
ABBV
$393B
$671K 0.29%
3,084
-253
CAH icon
64
Cardinal Health
CAH
$53.3B
$670K 0.29%
+3,172
VTV icon
65
Vanguard Value ETF
VTV
$185B
$634K 0.28%
3,232
IVOO icon
66
Vanguard S&P Mid-Cap 400 ETF
IVOO
$3.71B
$633K 0.28%
5,541
+8
DVY icon
67
iShares Select Dividend ETF
DVY
$22.6B
$600K 0.26%
3,964
+24
WWD icon
68
Woodward
WWD
$25.8B
$593K 0.26%
1,656
SCHB icon
69
Schwab US Broad Market ETF
SCHB
$43.2B
$588K 0.26%
23,441
-99
GOOG icon
70
Alphabet (Google) Class C
GOOG
$4.43T
$561K 0.25%
1,957
+120
INTC icon
71
Intel
INTC
$607B
$559K 0.24%
12,673
-698
BSJQ icon
72
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
$974M
$522K 0.23%
22,508
-9,398
IWF icon
73
iShares Russell 1000 Growth ETF
IWF
$127B
$521K 0.23%
4,892
-72
IBIT icon
74
iShares Bitcoin Trust
IBIT
$50B
$521K 0.23%
13,561
-1,001
HODL icon
75
VanEck Bitcoin Trust
HODL
$1.09B
$473K 0.21%
24,679
+1,418
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3
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