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
-$5.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$1.6M
2
+$883K
3
+$570K
4
TSLA icon
Tesla
TSLA
+$392K
5
HODL icon
VanEck Bitcoin Trust
HODL
+$315K

Top Sells

1
+$2.22M
2
+$1.73M
3
+$946K
4
LTPZ icon
PIMCO 15+ Year US TIPS Index Exchange-Traded Fund
LTPZ
+$721K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$577K

Sector Composition

1 Technology 14.01%
2 Financials 11.43%
3 Consumer Staples 3.63%
4 Consumer Discretionary 3.58%
5 Healthcare 1.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$301K 0.17%
2,291
+14
77
$278K 0.16%
881
78
$274K 0.15%
7,453
79
$261K 0.15%
13,000
80
$259K 0.15%
4,000
81
$256K 0.14%
2,316
+112
82
$252K 0.14%
870
+4
83
$241K 0.14%
13,052
-160
84
$234K 0.13%
790
+1
85
$233K 0.13%
3,742
+27
86
$228K 0.13%
1,035
+1
87
$227K 0.13%
+3,000
88
$224K 0.13%
1,984
+5
89
$223K 0.13%
6,200
+184
90
$222K 0.12%
2,900
+75
91
$219K 0.12%
1,424
+3
92
$218K 0.12%
342
+12
93
$214K 0.12%
7,815
+230
94
$211K 0.12%
1,206
+30
95
$210K 0.12%
3,667
+33
96
$209K 0.12%
2,806
+99
97
$208K 0.12%
11,845
+376
98
$204K 0.11%
+3,798
99
$203K 0.11%
+1,823
100
$202K 0.11%
11,578
+340
1 2 3
4
5