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
$172M
AUM Growth
-$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$715K
2
+$695K
3
+$626K
4
DRI icon
Darden Restaurants
DRI
+$615K
5
GRMN icon
Garmin
GRMN
+$605K

Top Sells

1
+$1.45M
2
+$1.01M
3
+$1M
4
ACWV icon
iShares MSCI Global Min Vol Factor ETF
ACWV
+$894K
5
CLX icon
Clorox
CLX
+$869K

Sector Composition

1 Financials 11.97%
2 Technology 9.45%
3 Consumer Staples 3.48%
4 Consumer Discretionary 2.88%
5 Healthcare 2.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$626K 0.36%
+7,991
52
$625K 0.36%
26,946
-62,514
53
$615K 0.36%
+4,292
54
$605K 0.35%
+5,749
55
$589K 0.34%
+2,776
56
$563K 0.33%
10,049
+2,863
57
$508K 0.29%
+17,753
58
$477K 0.28%
13,423
+1
59
$463K 0.27%
+1,842
60
$455K 0.26%
5,380
+16
61
$432K 0.25%
+4,711
62
$422K 0.25%
25,422
-57
63
$407K 0.24%
4,458
64
$396K 0.23%
7,434
-11,403
65
$396K 0.23%
16,023
+121
66
$388K 0.23%
2,966
-88
67
$372K 0.22%
2,497
-243
68
$369K 0.21%
3,442
69
$366K 0.21%
1,210
+460
70
$356K 0.21%
12,006
+3,885
71
$343K 0.2%
+3,644
72
$333K 0.19%
1,329
73
$309K 0.18%
1,028
74
$300K 0.17%
1,129
75
$293K 0.17%
23,584
+12,168
1 2
3
4 5