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
$160M
AUM Growth
-$50.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$3.73M
2
+$2.18M
3
+$1.99M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.4M
5
ICSH icon
iShares Ultra Short Duration Bond Active ETF
ICSH
+$520K

Top Sells

1
+$11.7M
2
+$10.1M
3
+$9.99M
4
QLD icon
ProShares Ultra QQQ
QLD
+$797K
5
CME icon
CME Group
CME
+$605K

Sector Composition

1 Financials 11.73%
2 Technology 5.32%
3 Consumer Discretionary 2.1%
4 Communication Services 1.48%
5 Healthcare 1.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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84
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-4,844
89
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-1,605
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4