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
$186M
AUM Growth
+$3.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$1.23M
2
+$368K
3
+$227K
4
VUG icon
Vanguard Growth ETF
VUG
+$223K
5
FTNT icon
Fortinet
FTNT
+$214K

Top Sells

1
+$1.03M
2
+$600K
3
+$420K
4
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$310K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$273K

Sector Composition

1 Financials 10.38%
2 Technology 10.02%
3 Consumer Staples 3.9%
4 Consumer Discretionary 2.7%
5 Healthcare 2.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$707K 0.38%
30,071
-2,265
52
$667K 0.36%
16,580
-58
53
$643K 0.35%
10,053
-70
54
$612K 0.33%
5,610
-10
55
$475K 0.26%
5,364
56
$449K 0.24%
13,422
57
$439K 0.24%
25,479
-1,461
58
$433K 0.23%
7,186
-66
59
$431K 0.23%
4,458
60
$392K 0.21%
15,902
-530
61
$388K 0.21%
10,430
-5
62
$369K 0.2%
2,740
-166
63
$366K 0.2%
3,054
+6
64
$348K 0.19%
1,329
-12
65
$335K 0.18%
18,251
+155
66
$321K 0.17%
7,500
67
$320K 0.17%
3,442
68
$318K 0.17%
8,657
+564
69
$316K 0.17%
2,651
-30
70
$311K 0.17%
1,129
71
$299K 0.16%
675
72
$295K 0.16%
1,028
73
$293K 0.16%
5,331
+1,278
74
$270K 0.14%
2,515
+114
75
$267K 0.14%
3,869
-49
1 2
3
4 5