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
$224M
AUM Growth
+$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$582K
2
+$558K
3
+$556K
4
AAPL icon
Apple
AAPL
+$514K
5
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$439K

Top Sells

1
+$1.3M
2
+$1.16M
3
+$462K
4
MRNA icon
Moderna
MRNA
+$220K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$182K

Sector Composition

1 Financials 9.69%
2 Technology 8.17%
3 Consumer Discretionary 2.72%
4 Healthcare 2.64%
5 Communication Services 1.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$368K 0.16%
1,425
+43
77
$348K 0.16%
839
78
$345K 0.15%
1,154
+104
79
$345K 0.15%
1,129
80
$319K 0.14%
5,816
+3
81
$316K 0.14%
17,023
+1,658
82
$312K 0.14%
549
-29
83
$311K 0.14%
1,820
84
$291K 0.13%
2,789
-193
85
$287K 0.13%
7,896
+457
86
$284K 0.13%
1,707
+33
87
$284K 0.13%
1,960
-400
88
$283K 0.13%
882
+1
89
$283K 0.13%
2,443
+17
90
$283K 0.13%
14,566
+66
91
$265K 0.12%
5,487
+141
92
$264K 0.12%
750
93
$262K 0.12%
9,970
+109
94
$262K 0.12%
7,500
95
$251K 0.11%
678
-3
96
$245K 0.11%
1,607
-5
97
$244K 0.11%
4,122
+85
98
$240K 0.11%
2,062
+1
99
$233K 0.1%
1,074
100
$233K 0.1%
797
+8
1 2 3
4
5