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
$128M
AUM Growth
+$127M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$7.99M
2
+$5.53M
3
+$3.72M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$3.71M
5
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$3.69M

Top Sells

1
+$1.83M
2
+$104K
3
+$102K
4
IVOO icon
Vanguard S&P Mid-Cap 400 ETF
IVOO
+$100K
5
JPM icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
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