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
+$387K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$882K
2
+$859K
3
+$835K
4
LNT icon
Alliant Energy
LNT
+$829K
5
JNJ icon
Johnson & Johnson
JNJ
+$811K

Top Sells

1
+$1.16M
2
+$977K
3
+$939K
4
WMB icon
Williams Companies
WMB
+$935K
5
CLX icon
Clorox
CLX
+$895K

Sector Composition

1 Technology 12.77%
2 Financials 12.33%
3 Consumer Discretionary 3.52%
4 Consumer Staples 2.03%
5 Healthcare 1.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$303K 0.17%
1,170
+200
77
$295K 0.17%
796
+1
78
$290K 0.16%
2,957
-6,200
79
$279K 0.16%
11,954
+22
80
$274K 0.15%
7,453
81
$268K 0.15%
3,742
82
$264K 0.15%
1,988
+4
83
$263K 0.15%
717
-533
84
$262K 0.15%
4,000
85
$260K 0.15%
+196
86
$258K 0.14%
13,052
87
$255K 0.14%
1,025
-10
88
$249K 0.14%
878
-2
89
$246K 0.14%
+3,283
90
$240K 0.13%
+425
91
$235K 0.13%
+3,081
92
$235K 0.13%
+2,251
93
$234K 0.13%
+1,398
94
$233K 0.13%
+1,457
95
$231K 0.13%
+6,177
96
$227K 0.13%
+3,083
97
$226K 0.13%
4,500
-2,000
98
$225K 0.13%
1,438
-174
99
$224K 0.13%
+1,749
100
$222K 0.12%
+743
2 3
4
5 6