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
$182M
AUM Growth
-$8.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$1.88M
2
+$878K
3
+$868K
4
IUSB icon
iShares Trust iShares Core Universal USD Bond ETF
IUSB
+$818K
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$813K

Top Sells

1
+$2.66M
2
+$957K
3
+$746K
4
HTRB icon
Hartford Total Return Bond ETF
HTRB
+$411K
5
MDT icon
Medtronic
MDT
+$366K

Sector Composition

1 Financials 9.33%
2 Technology 7.79%
3 Consumer Staples 3.56%
4 Consumer Discretionary 2.09%
5 Healthcare 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$690K 0.38%
10,698
+1,623
52
$684K 0.38%
6,547
-139
53
$675K 0.37%
21,732
+41
54
$673K 0.37%
5,996
+1,250
55
$627K 0.34%
2,345
-14
56
$626K 0.34%
1,721
+103
57
$582K 0.32%
18,541
+2,637
58
$507K 0.28%
1,912
-176
59
$507K 0.28%
1,899
+334
60
$477K 0.26%
13,847
-271
61
$472K 0.26%
5,068
+653
62
$448K 0.25%
9,724
+28
63
$418K 0.23%
3,113
+19
64
$393K 0.22%
5,296
65
$388K 0.21%
4,011
-3,243
66
$386K 0.21%
15,851
+3,671
67
$358K 0.2%
25,563
-2,634
68
$352K 0.19%
8,034
+227
69
$350K 0.19%
4,458
-48
70
$346K 0.19%
13,419
-13,439
71
$333K 0.18%
10,559
-2
72
$321K 0.18%
8,798
+724
73
$319K 0.18%
26,270
+2,360
74
$314K 0.17%
3,287
+227
75
$309K 0.17%
8,136
-747
1 2
3
4 5