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
-$5.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$1.6M
2
+$883K
3
+$570K
4
TSLA icon
Tesla
TSLA
+$392K
5
HODL icon
VanEck Bitcoin Trust
HODL
+$315K

Top Sells

1
+$2.22M
2
+$1.73M
3
+$946K
4
LTPZ icon
PIMCO 15+ Year US TIPS Index Exchange-Traded Fund
LTPZ
+$721K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$577K

Sector Composition

1 Technology 14.01%
2 Financials 11.43%
3 Consumer Staples 3.63%
4 Consumer Discretionary 3.58%
5 Healthcare 1.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$570K 0.32%
622
+17
52
$570K 0.32%
+10,742
53
$567K 0.32%
2,996
+1
54
$533K 0.3%
23,477
-292
55
$517K 0.29%
2,998
-158
56
$486K 0.27%
1,250
+22
57
$474K 0.27%
20,541
-4,873
58
$464K 0.26%
3,661
-96
59
$459K 0.26%
1,013
60
$450K 0.25%
2,914
+93
61
$450K 0.25%
1,121
-8
62
$443K 0.25%
18,415
-2,533
63
$411K 0.23%
4,550
+203
64
$399K 0.22%
6,882
+781
65
$392K 0.22%
6,500
-1,000
66
$392K 0.22%
+970
67
$385K 0.22%
13,606
+53
68
$355K 0.2%
15,463
-2,678
69
$337K 0.19%
880
+17
70
$332K 0.19%
8,933
+443
71
$326K 0.18%
795
+1
72
$319K 0.18%
4,882
+208
73
$318K 0.18%
1,908
74
$315K 0.18%
+11,932
75
$307K 0.17%
1,612
+1
1 2
3
4 5