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
$199M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Buys

1
+$1.47M
2
+$1.14M
3
+$1.1M
4
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$904K
5
CEMB icon
iShares JPMorgan EM Corporate Bond ETF
CEMB
+$528K

Top Sells

1
+$2.54M
2
+$1.76M
3
+$658K
4
VXX icon
iPath Series B S&P 500 VIX Short-Term Futures ETN
VXX
+$623K
5
BNTX icon
BioNTech
BNTX
+$377K

Sector Composition

1 Financials 10.02%
2 Technology 8.09%
3 Consumer Discretionary 3.65%
4 Healthcare 1.46%
5 Communication Services 1.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$366K 0.18%
5,651
+983
52
$362K 0.18%
3,387
-1,051
53
$354K 0.18%
+7,214
54
$351K 0.18%
3,441
-1,240
55
$343K 0.17%
+205
56
$333K 0.17%
3,500
57
$332K 0.17%
948
+82
58
$324K 0.16%
1,344
59
$318K 0.16%
897
+1
60
$314K 0.16%
+1,204
61
$313K 0.16%
6,052
+160
62
$306K 0.15%
+1,516
63
$286K 0.14%
1,077
-189
64
$286K 0.14%
2,970
+19
65
$278K 0.14%
+3,227
66
$269K 0.14%
+1,763
67
$268K 0.13%
+1,634
68
$266K 0.13%
4,246
+5
69
$263K 0.13%
+640
70
$254K 0.13%
+677
71
$251K 0.13%
4,298
-23
72
$250K 0.13%
13,880
+4
73
$249K 0.13%
+1,801
74
$248K 0.12%
1,754
-38
75
$245K 0.12%
5,100
-141
1 2
3
4 5