IF
IRON Financial Portfolio holdings
AUM
$189M
This Quarter Return
+0.48%
1 Year Return
+14.86%
3 Year Return
+39.68%
5 Year Return
+58.8%
10 Year Return
+116.22%
AUM
$77.6M
AUM Growth
+$77.6M
(-22%)
Cap. Flow
-$21.8M
Cap. Flow
% of AUM
-28.05%
Top 10 Holdings %
Top 10 Hldgs %
68.59%
Holding
95
New
12
Increased
19
Reduced
30
Closed
24
Top Buys
| 1 |
Rithm Capital
RITM
|
$247K |
| 2 |
Vanguard Total Bond Market
BND
|
$247K |
| 3 |
Vanguard Total International Bond ETF
BNDX
|
$235K |
| 4 |
Amazon
AMZN
|
$205K |
| 5 |
AbbVie
ABBV
|
$203K |
Top Sells
Sector Composition
| 1 | Financials | 14.95% |
| 2 | Technology | 4.69% |
| 3 | Industrials | 1.92% |
| 4 | Communication Services | 1.66% |
| 5 | Healthcare | 1.28% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
Aegon
AEG
$12.3B
| – | – |
-15,409
| Closed | -$85K |
|