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
$78.4M
AUM Growth
-$34.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Sells

1 +$11.6M
2 +$7.83M
3 +$3.97M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$3.71M
5
XME icon
State Street SPDR S&P Metals & Mining ETF
XME
+$3.58M

Sector Composition

1 Financials 14.16%
2 Technology 3.13%
3 Communication Services 1.78%
4 Industrials 1.68%
5 Healthcare 0.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-5,480
52
-25,974