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
$229M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$3.48M
2
+$2.87M
3
+$1.35M
4
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$1.14M
5
ADSK icon
Autodesk
ADSK
+$967K

Top Sells

1
+$945K
2
+$905K
3
+$873K
4
NOW icon
ServiceNow
NOW
+$754K
5
CHD icon
Church & Dwight Co
CHD
+$754K

Sector Composition

1 Technology 11.85%
2 Financials 11.34%
3 Consumer Staples 3.02%
4 Energy 2.41%
5 Consumer Discretionary 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MU icon
76
Micron Technology
MU
$611B
$422K 0.18%
+1,249
DGRW icon
77
WisdomTree Trust WisdomTree US Quality Dividend Growth Fund
DGRW
$16.4B
$415K 0.18%
4,726
-405
IWP icon
78
iShares Russell Mid-Cap Growth ETF
IWP
$19.5B
$399K 0.17%
3,114
-74
AVGO icon
79
Broadcom
AVGO
$1.99T
$395K 0.17%
1,275
+656
EEMV icon
80
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
$3.47B
$372K 0.16%
5,741
-2,699
T icon
81
AT&T
T
$181B
$369K 0.16%
12,738
-25,940
VTEB icon
82
Vanguard Tax-Exempt Bond Index Fund
VTEB
$41.9B
$367K 0.16%
7,354
+41
FANG icon
83
Diamondback Energy
FANG
$58.4B
$358K 0.16%
1,811
-2,311
GLD icon
84
SPDR Gold Trust
GLD
$155B
$350K 0.15%
813
+100
VUG icon
85
Vanguard Growth ETF
VUG
$35.6B
$348K 0.15%
4,782
SGOV icon
86
iShares 0-3 Month Treasury Bond ETF
SGOV
$84.2B
$348K 0.15%
+3,455
BX icon
87
Blackstone
BX
$155B
$343K 0.15%
2,982
+3
VYMI icon
88
Vanguard International High Dividend Yield ETF
VYMI
$18.9B
$328K 0.14%
3,484
+16
SCHF icon
89
Schwab International Equity ETF
SCHF
$62.9B
$324K 0.14%
13,085
DOW icon
90
Dow Inc
DOW
$29B
$316K 0.14%
7,592
-2,185
PLTR icon
91
Palantir
PLTR
$345B
$313K 0.14%
2,138
-200
IPKW icon
92
Invesco International BuyBack Achievers ETF
IPKW
$528M
$313K 0.14%
5,556
+1,613
F icon
93
Ford
F
$47.7B
$310K 0.14%
+26,896
GOVT icon
94
iShares US Treasury Bond ETF
GOVT
$40.7B
$304K 0.13%
13,249
-184
CVX icon
95
Chevron
CVX
$380B
$304K 0.13%
1,467
-126
LYB icon
96
LyondellBasell Industries
LYB
$24.2B
$300K 0.13%
+3,730
STPZ icon
97
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
$437M
$298K 0.13%
5,507
+9
V icon
98
Visa
V
$624B
$297K 0.13%
984
+76
IJR icon
99
iShares Core S&P Small-Cap ETF
IJR
$102B
$297K 0.13%
2,388
COM icon
100
Direxion Auspice Broad Commodity Strategy ETF
COM
$269M
$290K 0.13%
8,646
-4,274
2 3
4
5 6