IF
IRON Financial Portfolio holdings
AUM
$189M
This Quarter Return
+6.39%
1 Year Return
+14.86%
3 Year Return
+39.68%
5 Year Return
+58.8%
10 Year Return
+116.22%
AUM
$181M
AUM Growth
+$181M
(-6.7%)
Cap. Flow
-$15.9M
Cap. Flow
% of AUM
-8.81%
Top 10 Holdings %
Top 10 Hldgs %
64.06%
Holding
122
New
11
Increased
33
Reduced
50
Closed
20
Top Buys
| 1 |
Hartford Total Return Bond ETF
HTRB
|
$8.1M |
| 2 |
Apple
AAPL
|
$6.72M |
| 3 |
iShares MBS ETF
MBB
|
$2.63M |
| 4 |
Xtrackers USD High Yield Corporate Bond ETF
HYLB
|
$2.54M |
| 5 |
iShares JPMorgan EM Corporate Bond ETF
CEMB
|
$1.2M |
Top Sells
| 1 |
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
|
$17.9M |
| 2 |
Vanguard Intermediate-Term Treasury ETF
VGIT
|
$5.72M |
| 3 |
Invesco Short Term Treasury ETF
TBLL
|
$4.04M |
| 4 |
Schwab US TIPS ETF
SCHP
|
$3.89M |
| 5 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$1.31M |
Sector Composition
| 1 | Financials | 10.29% |
| 2 | Technology | 7.51% |
| 3 | Consumer Discretionary | 3.37% |
| 4 | Healthcare | 1.58% |
| 5 | Communication Services | 1.53% |
