IF

IRON Financial Portfolio holdings

AUM $218M
1-Year Est. Return 14.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.09%
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 Buys

1
+$14.7M
2
+$3.73M
3
+$3.72M
4
DVY icon
iShares Select Dividend ETF
DVY
+$3.7M
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$3.68M

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
– –
-4,100
52
– –
-3,031
53
– –
-77,279
1 2
3