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
$113M
AUM Growth
-$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$7.83M
2
+$3.97M
3
+$3.71M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$3.63M
5
XME icon
State Street SPDR S&P Metals & Mining ETF
XME
+$3.58M

Top Sells

1
+$20.2M
2
+$5.62M
3
+$5.35M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$3.73M
5
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$3.68M

Sector Composition

1 Financials 8.95%
2 Technology 3.18%
3 Communication Services 1.19%
4 Industrials 0.74%
5 Healthcare 0.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
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52
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53
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54
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-9,560
55
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-41,850
56
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-85,501
57
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-2,500
58
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-12,350
59
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-11,593
60
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-315,000
61
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-15,450
1 2
3