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
$224M
AUM Growth
+$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$582K
2
+$558K
3
+$556K
4
AAPL icon
Apple
AAPL
+$514K
5
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$439K

Top Sells

1
+$1.3M
2
+$1.16M
3
+$462K
4
MRNA icon
Moderna
MRNA
+$220K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$182K

Sector Composition

1 Financials 9.69%
2 Technology 8.17%
3 Consumer Discretionary 2.72%
4 Healthcare 2.64%
5 Communication Services 1.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$547K 0.24%
29,022
-168
52
$535K 0.24%
4,639
-3
53
$513K 0.23%
4,887
+206
54
$510K 0.23%
8,435
+360
55
$504K 0.22%
5,268
+38
56
$496K 0.22%
3,642
+176
57
$483K 0.22%
1,435
-90
58
$482K 0.22%
18,774
+4,848
59
$481K 0.21%
19,600
+5,069
60
$480K 0.21%
19,227
+4,958
61
$478K 0.21%
1,835
+85
62
$467K 0.21%
1,254
+61
63
$457K 0.2%
8,802
+1,082
64
$452K 0.2%
2,916
+174
65
$451K 0.2%
5,729
-849
66
$450K 0.2%
15,421
+909
67
$442K 0.2%
3,419
+5
68
$433K 0.19%
4,182
+173
69
$428K 0.19%
2,342
+32
70
$412K 0.18%
899
+232
71
$401K 0.18%
11,507
+593
72
$392K 0.17%
3,301
-254
73
$390K 0.17%
6,155
+231
74
$387K 0.17%
22,060
+349
75
$372K 0.17%
7,515
+73
1 2
3
4 5