IF

IRON Financial Portfolio holdings

AUM $229M
1-Year Est. Return 13.96%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$209M
AUM Growth
+$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$6.08M
2
+$1.92M
3
+$971K
4
PFE icon
Pfizer
PFE
+$882K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$874K

Top Sells

1
+$1.32M
2
+$1.21M
3
+$1.08M
4
LIN icon
Linde
LIN
+$890K
5
JNJ icon
Johnson & Johnson
JNJ
+$859K

Sector Composition

1 Technology 13.51%
2 Financials 11.49%
3 Energy 3.42%
4 Consumer Staples 2.68%
5 Consumer Discretionary 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$783K 0.38%
+7,580
52
$783K 0.37%
3,220
+32
53
$782K 0.37%
1,556
-2
54
$780K 0.37%
+15,206
55
$761K 0.36%
1,712
+513
56
$754K 0.36%
+14,850
57
$753K 0.36%
23,261
+906
58
$732K 0.35%
+2,302
59
$724K 0.35%
3,128
-57
60
$707K 0.34%
+21,669
61
$654K 0.31%
18,126
-475
62
$610K 0.29%
5,524
+9
63
$605K 0.29%
4,229
+2,711
64
$605K 0.29%
25,843
+124
65
$605K 0.29%
23,524
+15
66
$581K 0.28%
1,241
67
$555K 0.27%
3,905
+1,587
68
$518K 0.25%
2,838
-87
69
$515K 0.25%
5,616
+508
70
$515K 0.25%
8,063
+15
71
$509K 0.24%
2,977
+12
72
$505K 0.24%
5,680
73
$483K 0.23%
1,910
74
$468K 0.22%
3,283
-93
75
$449K 0.22%
13,389
-136
1 2
3
4 5