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
$118M
AUM Growth
-$32.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$6.8M
2
+$2.09M
3
+$430K
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$329K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$253K

Top Sells

1
+$16.5M
2
+$7M
3
+$6.76M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$6.73M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$5.76M

Sector Composition

1 Financials 9.9%
2 Technology 3.42%
3 Communication Services 1.77%
4 Industrials 1.61%
5 Healthcare 0.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-7
52
– –
-14,500
53
– –
-16,030
1 2
3