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
$181M
AUM Growth
-$13M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
122
New
Increased
Reduced
Closed

Top Buys

1
+$8.1M
2
+$2.63M
3
+$2.54M
4
CEMB icon
iShares JPMorgan EM Corporate Bond ETF
CEMB
+$1.2M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$912K

Top Sells

1
+$17.9M
2
+$5.72M
3
+$4.04M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$3.89M
5
VCSH icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$7K ﹤0.01%
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