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
$181M
AUM Growth
-$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$8.1M
2
+$2.63M
3
+$2.54M
4
CEMB icon
iShares JPMorgan EM Corporate Bond ETF
CEMB
+$1.2M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$912K

Top Sells

1
+$17.9M
2
+$5.72M
3
+$4.04M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$3.89M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.31M

Sector Composition

1 Financials 10.29%
2 Technology 7.51%
3 Consumer Discretionary 3.37%
4 Healthcare 1.58%
5 Communication Services 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$332K 0.18%
4,520
+1,000
52
$325K 0.18%
5,184
+14
53
$306K 0.17%
7,068
-429
54
$292K 0.16%
1,344
55
$289K 0.16%
11,600
+1,100
56
$279K 0.15%
896
+1
57
$278K 0.15%
821
+9
58
$275K 0.15%
3,500
59
$270K 0.15%
866
-467
60
$260K 0.14%
5,892
61
$252K 0.14%
4,241
+4
62
$246K 0.14%
1,228
-241
63
$244K 0.13%
5,241
-1,011
64
$244K 0.13%
+4,668
65
$243K 0.13%
+3,843
66
$243K 0.13%
10,096
+467
67
$241K 0.13%
2,951
+25
68
$229K 0.13%
+634
69
$228K 0.13%
+258
70
$225K 0.12%
1,792
-996
71
$218K 0.12%
4,321
-657
72
$218K 0.12%
13,876
+22
73
$203K 0.11%
+858
74
$200K 0.11%
+4,996
75
$125K 0.07%
12,444
+223
1 2
3
4