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
+$387K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$882K
2
+$859K
3
+$835K
4
LNT icon
Alliant Energy
LNT
+$829K
5
JNJ icon
Johnson & Johnson
JNJ
+$811K

Top Sells

1
+$1.16M
2
+$977K
3
+$939K
4
WMB icon
Williams Companies
WMB
+$935K
5
CLX icon
Clorox
CLX
+$895K

Sector Composition

1 Technology 12.77%
2 Financials 12.33%
3 Consumer Discretionary 3.52%
4 Consumer Staples 2.03%
5 Healthcare 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$552K 0.31%
+9,846
52
$551K 0.31%
4,630
-3,807
53
$543K 0.3%
5,506
+17
54
$535K 0.3%
+9,468
55
$533K 0.3%
+3,325
56
$526K 0.3%
2,511
-3,900
57
$508K 0.28%
10,847
+105
58
$506K 0.28%
23,494
+17
59
$493K 0.28%
12,726
+6,526
60
$469K 0.26%
8,036
+1,154
61
$460K 0.26%
2,972
-24
62
$450K 0.25%
19,514
-1,027
63
$414K 0.23%
2,962
-36
64
$412K 0.23%
3,509
-152
65
$405K 0.23%
1,121
66
$399K 0.22%
13,606
67
$388K 0.22%
4,600
+1,600
68
$370K 0.21%
+5,607
69
$365K 0.2%
15,004
-3,411
70
$356K 0.2%
4,054
-496
71
$348K 0.2%
1,908
72
$346K 0.19%
15,054
-409
73
$309K 0.17%
2,303
+12
74
$309K 0.17%
881
75
$307K 0.17%
13,500
+500
1 2
3
4 5