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
$178M
AUM Growth
-$1.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$749K
2
+$573K
3
+$432K
4
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$296K
5
WMB icon
Williams Companies
WMB
+$228K

Top Sells

1
+$2.97M
2
+$761K
3
+$730K
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$697K
5
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$415K

Sector Composition

1 Technology 11.72%
2 Financials 9.59%
3 Consumer Discretionary 3.94%
4 Consumer Staples 3.19%
5 Healthcare 1.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$299K 0.17%
23,852
+332
77
$296K 0.17%
792
78
$295K 0.17%
1,611
+1
79
$274K 0.15%
2,264
+8
80
$270K 0.15%
7,453
81
$268K 0.15%
4,679
-290
82
$268K 0.15%
296
+1
83
$255K 0.14%
13,250
84
$251K 0.14%
1,062
+4
85
$249K 0.14%
4,000
86
$243K 0.14%
2,376
+71
87
$241K 0.13%
3,781
+9
88
$231K 0.13%
882
+5
89
$228K 0.13%
+5,358
90
$224K 0.13%
1,811
+80
91
$224K 0.13%
+879
92
$216K 0.12%
2,171
+500
93
$215K 0.12%
1,454
-38
94
$211K 0.12%
+1,980
95
$210K 0.12%
2,018
+64
96
$207K 0.12%
+10,418
97
$206K 0.12%
2,734
+33
98
$183K 0.1%
12,241
+125
99
$165K 0.09%
11,597
+136
100
$129K 0.07%
15,754
+341
1 2 3
4
5