IF
IRON Financial Portfolio holdings
AUM
$189M
This Quarter Return
+1.52%
1 Year Return
+14.86%
3 Year Return
+39.68%
5 Year Return
+58.8%
10 Year Return
+116.22%
AUM
$128M
AUM Growth
+$128M
(+12,853%)
Cap. Flow
+$43.9M
Cap. Flow
% of AUM
34.27%
Top 10 Holdings %
Top 10 Hldgs %
62.24%
Holding
103
New
13
Increased
21
Reduced
15
Closed
31
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$7.99M |
| 2 |
Financial Select Sector SPDR Fund
XLF
|
$5.53M |
| 3 |
SPDR S&P Regional Banking ETF
KRE
|
$3.72M |
| 4 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$3.71M |
| 5 |
Utilities Select Sector SPDR Fund
XLU
|
$3.7M |
Top Sells
| 1 |
iShares Russell 2000 ETF
IWM
|
$1.83M |
| 2 |
iShares MSCI EAFE ETF
EFA
|
$104K |
| 3 |
American Airlines Group
AAL
|
$102K |
| 4 |
Vanguard S&P Mid-Cap 400 ETF
IVOO
|
$100K |
| 5 |
JPMorgan Chase
JPM
|
$83.5K |
Sector Composition
| 1 | Financials | 10.05% |
| 2 | Technology | 3.4% |
| 3 | Communication Services | 1.18% |
| 4 | Industrials | 0.82% |
| 5 | Healthcare | 0.6% |
