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
$209M
AUM Growth
+$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$6.11M
2
+$1.92M
3
+$976K
4
EXE
Expand Energy Corp
EXE
+$918K
5
PFE icon
Pfizer
PFE
+$911K

Top Sells

1
+$1.32M
2
+$1.22M
3
+$1.08M
4
JNJ icon
Johnson & Johnson
JNJ
+$930K
5
LIN icon
Linde
LIN
+$890K

Sector Composition

1 Technology 13.51%
2 Financials 11.49%
3 Energy 3.42%
4 Consumer Staples 2.68%
5 Consumer Discretionary 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DG icon
51
Dollar General
DG
$21.7B
$783K 0.38%
+7,580
GOOGL icon
52
Alphabet (Google) Class A
GOOGL
$3.39T
$783K 0.37%
3,220
+32
BRK.B icon
53
Berkshire Hathaway Class B
BRK.B
$1.03T
$782K 0.37%
1,556
-2
NEAR icon
54
iShares Short Maturity Bond ETF
NEAR
$3.59B
$780K 0.37%
+15,206
TSLA icon
55
Tesla
TSLA
$1.52T
$761K 0.36%
1,712
+513
ICSH icon
56
iShares Ultra Short Duration Bond Active ETF
ICSH
$6.39B
$754K 0.36%
+14,850
HODL icon
57
VanEck Bitcoin Trust
HODL
$1.66B
$753K 0.36%
23,261
+906
ERIE icon
58
Erie Indemnity
ERIE
$15.3B
$732K 0.35%
+2,302
ABBV icon
59
AbbVie
ABBV
$385B
$724K 0.35%
3,128
-57
VICI icon
60
VICI Properties
VICI
$32.1B
$707K 0.34%
+21,669
SMOT icon
61
VanEck Morningstar SMID Moat ETF
SMOT
$419M
$654K 0.31%
18,126
-475
IVOO icon
62
Vanguard S&P Mid-Cap 400 ETF
IVOO
$2.82B
$610K 0.29%
5,524
+9
FANG icon
63
Diamondback Energy
FANG
$41.5B
$605K 0.29%
4,229
+2,711
BSJQ icon
64
Invesco BulletShares 2026 High Yield Corporate Bond ETF
BSJQ
$1.15B
$605K 0.29%
25,843
+124
SCHB icon
65
Schwab US Broad Market ETF
SCHB
$38.1B
$605K 0.29%
23,524
+15
IWF icon
66
iShares Russell 1000 Growth ETF
IWF
$127B
$581K 0.28%
1,241
DVY icon
67
iShares Select Dividend ETF
DVY
$20.5B
$555K 0.27%
3,905
+1,587
PLTR icon
68
Palantir
PLTR
$476B
$518K 0.25%
2,838
-87
BIL icon
69
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$42.1B
$515K 0.25%
5,616
+508
EEMV icon
70
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$4.75B
$515K 0.25%
8,063
+15
BX icon
71
Blackstone
BX
$115B
$509K 0.24%
2,977
+12
DGRW icon
72
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.7B
$505K 0.24%
5,680
WWD icon
73
Woodward
WWD
$15.7B
$483K 0.23%
1,910
IWP icon
74
iShares Russell Mid-Cap Growth ETF
IWP
$20.6B
$468K 0.22%
3,283
-93
INTC icon
75
Intel
INTC
$191B
$449K 0.22%
13,389
-136
1 2
3
4 5