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
$190M
AUM Growth
-$9.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$22.1M
2
+$8.84M
3
+$6.05M
4
LTPZ icon
PIMCO 15+ Year US TIPS Index Exchange-Traded Fund
LTPZ
+$1.4M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$1.36M

Top Sells

1
+$6.85M
2
+$6.75M
3
+$5.46M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$4.21M
5
CACG
Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF
CACG
+$3.96M

Sector Composition

1 Financials 11.48%
2 Technology 6.92%
3 Consumer Discretionary 3.04%
4 Consumer Staples 1.78%
5 Communication Services 1.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$401K 0.21%
+4,195
52
$398K 0.21%
+7,891
53
$391K 0.21%
+10,856
54
$388K 0.2%
16,968
-2,094
55
$382K 0.2%
7,336
+10
56
$380K 0.2%
+1,876
57
$369K 0.19%
+1,044
58
$359K 0.19%
11,050
-28
59
$341K 0.18%
2,988
+18
60
$341K 0.18%
+718
61
$335K 0.18%
3,500
62
$335K 0.18%
+5,000
63
$333K 0.18%
+681
64
$332K 0.18%
4,616
+1,573
65
$308K 0.16%
2,822
-565
66
$294K 0.16%
+254
67
$293K 0.15%
+2,332
68
$284K 0.15%
21,240
-19,800
69
$279K 0.15%
1,147
-197
70
$277K 0.15%
5,184
-868
71
$275K 0.15%
+2,083
72
$267K 0.14%
875
-202
73
$264K 0.14%
14,030
+150
74
$261K 0.14%
4,309
+11
75
$258K 0.14%
+887
1 2
3
4 5