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
$131M
AUM Growth
+$33.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Sells

1 +$3.58M
2 +$732K
3 +$454K
4
PG icon
Procter & Gamble
PG
+$375K
5
UNP icon
Union Pacific
UNP
+$344K

Sector Composition

1 Financials 8.42%
2 Technology 2.33%
3 Communication Services 1.34%
4 Industrials 0.57%
5 Healthcare 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-1,750
52
-2,636
53
-6,000