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
$184M
AUM Growth
+$5.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$1.35M
2
+$1.01M
3
+$873K
4
CSCO icon
Cisco
CSCO
+$856K
5
PGR icon
Progressive
PGR
+$839K

Top Sells

1
+$1.9M
2
+$1.36M
3
+$1.07M
4
WMT icon
Walmart
WMT
+$898K
5
HAS icon
Hasbro
HAS
+$835K

Sector Composition

1 Technology 12.68%
2 Financials 10.72%
3 Consumer Staples 3.71%
4 Consumer Discretionary 2.94%
5 Healthcare 2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$629K 0.34%
17,956
+26
52
$617K 0.34%
1,079
-899
53
$588K 0.32%
25,414
-10,463
54
$576K 0.31%
5,451
+19
55
$536K 0.29%
605
-322
56
$527K 0.29%
23,769
-216
57
$513K 0.28%
20,948
-2,166
58
$497K 0.27%
1,228
-19
59
$497K 0.27%
2,995
-43
60
$483K 0.26%
3,156
+4
61
$466K 0.25%
1,013
-1,187
62
$454K 0.25%
+8,490
63
$448K 0.24%
+2,821
64
$441K 0.24%
3,757
-136
65
$432K 0.24%
7,500
66
$425K 0.23%
18,141
-45,470
67
$424K 0.23%
1,129
68
$390K 0.21%
13,553
+30
69
$383K 0.21%
6,101
+1,422
70
$351K 0.19%
4,347
-11,119
71
$327K 0.18%
1,908
72
$308K 0.17%
13,571
-21,061
73
$308K 0.17%
2,277
+13
74
$305K 0.17%
13,000
-300
75
$305K 0.17%
794
+2
1 2
3
4 5