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
$128M
AUM Growth
-$20.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
93
New
Increased
Reduced
Closed

Top Buys

1 +$11M
2 +$1.1M
3 +$891K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$583K
5
ABFL
Abacus FCF Leaders ETF
ABFL
+$520K

Top Sells

1 +$10.1M
2 +$9.78M
3 +$406K
4
NVDA icon
NVIDIA
NVDA
+$327K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$271K

Sector Composition

1 Financials 16.23%
2 Technology 4.24%
3 Healthcare 1.53%
4 Consumer Discretionary 1.41%
5 Communication Services 1.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-354,496
52
-219,570
53
-46,520
54
-1,287
55
-1,491
56
-2,593