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
$146M
AUM Growth
+$64.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$18.1M
2
+$15.6M
3
+$15.3M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$4.39M
5
HYS icon
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
+$2.5M

Top Sells

1
+$1.43M
2
+$1.08M
3
+$575K
4
AAPL icon
Apple
AAPL
+$326K
5
CME icon
CME Group
CME
+$321K

Sector Composition

1 Financials 9.18%
2 Technology 2.73%
3 Communication Services 0.83%
4 Healthcare 0.74%
5 Consumer Discretionary 0.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-3,407
52
– –
-6
53
– –
-18,595
54
– –
-11,468
55
– –
-9,500
56
– –
-29,575
1 2
3