IF
IRON Financial Portfolio holdings
AUM
$189M
This Quarter Return
+1.35%
1 Year Return
+14.86%
3 Year Return
+39.68%
5 Year Return
+58.8%
10 Year Return
+116.22%
AUM
$118M
AUM Growth
+$118M
(-22%)
Cap. Flow
-$34.8M
Cap. Flow
% of AUM
-29.57%
Top 10 Holdings %
Top 10 Hldgs %
56.94%
Holding
114
New
25
Increased
36
Reduced
18
Closed
20
Top Buys
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$16.4M |
| 2 |
SPDR S&P Regional Banking ETF
KRE
|
$7M |
| 3 |
Invesco QQQ Trust
QQQ
|
$6.76M |
| 4 |
Financial Select Sector SPDR Fund
XLF
|
$6.73M |
| 5 |
Vanguard Dividend Appreciation ETF
VIG
|
$5.74M |
Sector Composition
| 1 | Financials | 9.9% |
| 2 | Technology | 3.42% |
| 3 | Communication Services | 1.77% |
| 4 | Industrials | 1.61% |
| 5 | Healthcare | 0.6% |