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

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
-3,170
52
-15,539
53
-21,444