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

Top Buys

1
+$7.36M
2
+$3.77M
3
+$3.65M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$3.5M
5
XME icon
State Street SPDR S&P Metals & Mining ETF
XME
+$3.49M

Top Sells

1
+$19.7M
2
+$5.62M
3
+$5.35M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$3.73M
5
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
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
– –
-7
52
– –
-85,501
53
– –
-2,500
54
– –
-12,350
55
– –
-12,498
56
– –
-70,321
57
– –
-37,396
58
– –
-9,560
59
– –
-83,700
60
– –
-315,000
61
– –
-15,450
1 2
3