IF

IRON Financial Portfolio holdings

AUM $218M
1-Year Est. Return 14.09%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$150M
AUM Growth
+$44.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
96
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$8.13M
3
+$6.76M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$6.73M
5
PHB icon
Invesco Fundamental High Yield Corporate Bond ETF
PHB
+$3.93M

Top Sells

1
+$3.71M
2
+$3.13M
3
+$1.9M
4
SWX icon
Southwest Gas
SWX
+$653K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$638K

Sector Composition

1 Financials 8.18%
2 Technology 2.73%
3 Communication Services 1.26%
4 Industrials 1.19%
5 Healthcare 0.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-46,542
52
– –
-101,413
53
– –
-2,764
54
– –
-4,560
1 2
3