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
$194M
AUM Growth
+$34.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$6.94M
2
+$6.41M
3
+$6.09M
4
MBB icon
iShares MBS ETF
MBB
+$5.96M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$5.72M

Top Sells

1
+$4.84M
2
+$3.66M
3
+$3.63M
4
HYDW icon
Xtrackers Low Beta High Yield Bond ETF
HYDW
+$3.25M
5
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$2.88M

Sector Composition

1 Financials 9.22%
2 Technology 6.02%
3 Consumer Discretionary 2.61%
4 Communication Services 1.31%
5 Healthcare 1.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$379K 0.2%
4,790
52
$371K 0.19%
4,058
-68
53
$363K 0.19%
1,449
+41
54
$352K 0.18%
28,704
+162
55
$339K 0.17%
+3,900
56
$332K 0.17%
+7,426
57
$321K 0.17%
+1,295
58
$311K 0.16%
5,170
+20
59
$297K 0.15%
7,497
-2,304
60
$284K 0.15%
1,469
+21
61
$275K 0.14%
+3,825
62
$273K 0.14%
+2,788
63
$261K 0.13%
+3,500
64
$260K 0.13%
1,004
-90
65
$258K 0.13%
1,344
66
$250K 0.13%
+6,252
67
$249K 0.13%
+895
68
$249K 0.13%
3,520
-860
69
$240K 0.12%
+812
70
$239K 0.12%
4,237
+5
71
$239K 0.12%
13,094
72
$238K 0.12%
2,059
+51
73
$237K 0.12%
4,978
-428
74
$236K 0.12%
5,892
-9
75
$236K 0.12%
2,926
+20
1 2
3
4