IF

IRON Financial Portfolio holdings

AUM $229M
1-Year Est. Return 13.96%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$139M
AUM Growth
-$7.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
98
New
Increased
Reduced
Closed

Top Buys

1
+$977K
2
+$927K
3
+$573K
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$571K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$295K

Top Sells

1
+$8.04M
2
+$5.28M
3
+$2.14M
4
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$1.38M
5
HYS icon
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
+$1.08M

Sector Composition

1 Financials 10.15%
2 Technology 3.64%
3 Communication Services 1.57%
4 Healthcare 0.77%
5 Industrials 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$31K 0.02%
11,405
52
$7K 0.01%
2,500
53
– –
-11,351
54
– –
-33,100
55
– –
-21,652
56
– –
-15,456
57
– –
-1,800
58
– –
-3,170
1 2
3