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
$186M
AUM Growth
+$3.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1
+$1.23M
2
+$368K
3
+$227K
4
VUG icon
Vanguard Growth ETF
VUG
+$223K
5
FTNT icon
Fortinet
FTNT
+$214K

Top Sells

1
+$1.03M
2
+$600K
3
+$420K
4
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$310K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$273K

Sector Composition

1 Financials 10.38%
2 Technology 10.02%
3 Consumer Staples 3.9%
4 Consumer Discretionary 2.7%
5 Healthcare 2.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$263K 0.14%
7,453
77
$258K 0.14%
3,173
-53
78
$253K 0.14%
2,237
79
$249K 0.13%
6,550
-45
80
$241K 0.13%
13,540
+92
81
$239K 0.13%
8,121
+40
82
$237K 0.13%
2,056
-94
83
$233K 0.13%
750
+1
84
$232K 0.12%
1,737
-17
85
$232K 0.12%
1,290
-13
86
$227K 0.12%
+1,908
87
$223K 0.12%
+788
88
$219K 0.12%
2,578
-33
89
$216K 0.12%
4,000
90
$214K 0.11%
+2,832
91
$213K 0.11%
+701
92
$212K 0.11%
+1,941
93
$210K 0.11%
+2,341
94
$208K 0.11%
2,867
+51
95
$206K 0.11%
+3,123
96
$204K 0.11%
+1,080
97
$189K 0.1%
11,257
-191
98
$173K 0.09%
11,416
-2,161
99
$153K 0.08%
14,565
+281
100
$151K 0.08%
15,107
-335
1 2 3
4
5