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
$77.6M
AUM Growth
-$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1 +$247K
2 +$247K
3 +$235K
4
AMZN icon
Amazon
AMZN
+$205K
5
ABBV icon
AbbVie
ABBV
+$203K

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 Change
in Stake
Capital Flow
51
-21,437