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
$184M
AUM Growth
+$5.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1
+$1.35M
2
+$1.01M
3
+$873K
4
CSCO icon
Cisco
CSCO
+$856K
5
PGR icon
Progressive
PGR
+$839K

Top Sells

1
+$1.9M
2
+$1.36M
3
+$1.07M
4
WMT icon
Walmart
WMT
+$898K
5
HAS icon
Hasbro
HAS
+$835K

Sector Composition

1 Technology 12.68%
2 Financials 10.72%
3 Consumer Staples 3.71%
4 Consumer Discretionary 2.94%
5 Healthcare 2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$284K 0.15%
+2,680
77
$281K 0.15%
7,453
78
$275K 0.15%
4,000
79
$272K 0.15%
13,212
-38
80
$269K 0.15%
1,611
81
$268K 0.15%
2,252
-44
82
$267K 0.15%
3,715
-66
83
$264K 0.14%
866
-13
84
$242K 0.13%
881
-1
85
$242K 0.13%
1,421
-975
86
$234K 0.13%
+863
87
$229K 0.12%
+1,034
88
$226K 0.12%
1,979
-39
89
$224K 0.12%
+3,634
90
$222K 0.12%
1,426
-28
91
$221K 0.12%
2,825
-5,836
92
$220K 0.12%
+4,674
93
$218K 0.12%
+2,707
94
$216K 0.12%
+594
95
$216K 0.12%
+842
96
$215K 0.12%
6,016
-12,750
97
$214K 0.12%
+789
98
$212K 0.12%
+2,531
99
$211K 0.12%
+2,204
100
$209K 0.11%
+330
2 3
4
5 6