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
$178M
AUM Growth
-$1.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$749K
2
+$573K
3
+$432K
4
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$296K
5
WMB icon
Williams Companies
WMB
+$228K

Top Sells

1
+$2.97M
2
+$761K
3
+$730K
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$697K
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$415K

Sector Composition

1 Technology 11.72%
2 Financials 9.59%
3 Consumer Discretionary 3.94%
4 Consumer Staples 3.19%
5 Healthcare 1.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$700K 0.39%
26,257
+275
52
$650K 0.36%
4,907
+29
53
$623K 0.35%
8,007
+157
54
$618K 0.35%
8,661
+85
55
$590K 0.33%
18,766
+452
56
$576K 0.32%
13,870
+340
57
$573K 0.32%
+17,930
58
$556K 0.31%
23,114
-1,882
59
$553K 0.31%
3,038
+17
60
$538K 0.3%
5,432
61
$503K 0.28%
23,985
-888
62
$477K 0.27%
2,396
+105
63
$470K 0.26%
7,500
64
$446K 0.25%
2,600
+80
65
$439K 0.25%
18,880
-571
66
$430K 0.24%
3,893
-303
67
$429K 0.24%
1,247
+27
68
$412K 0.23%
13,300
69
$412K 0.23%
1,129
70
$391K 0.22%
13,523
-341
71
$390K 0.22%
3,152
+5
72
$390K 0.22%
676
73
$333K 0.19%
1,908
74
$328K 0.18%
2,296
+13
75
$318K 0.18%
12,635
+20
1 2
3
4 5