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
$189M
AUM Growth
+$10.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
127
New
Increased
Reduced
Closed

Sector Composition

1 Technology 12.73%
2 Financials 12.43%
3 Consumer Discretionary 3.44%
4 Consumer Staples 1.94%
5 Communication Services 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
VUG icon
76
Vanguard Growth ETF
VUG
$203B
$349K 0.18%
796
GOVT icon
77
iShares US Treasury Bond ETF
GOVT
$28.4B
$338K 0.18%
14,715
-339
VTEB icon
78
Vanguard Tax-Exempt Bond Index Fund
VTEB
$39.8B
$338K 0.18%
+6,887
DLTR icon
79
Dollar Tree
DLTR
$20.2B
$328K 0.17%
3,316
+33
V icon
80
Visa
V
$659B
$320K 0.17%
902
+21
DVY icon
81
iShares Select Dividend ETF
DVY
$20.5B
$308K 0.16%
2,318
+15
ABT icon
82
Abbott
ABT
$215B
$308K 0.16%
2,262
+274
IBM icon
83
IBM
IBM
$287B
$306K 0.16%
1,037
+12
INTC icon
84
Intel
INTC
$191B
$303K 0.16%
13,525
+25
SBUX icon
85
Starbucks
SBUX
$91.9B
$295K 0.15%
3,222
+265
SCHF icon
86
Schwab International Equity ETF
SCHF
$52.6B
$289K 0.15%
13,070
+18
CWS icon
87
AdvisorShares Focused Equity ETF
CWS
$186M
$280K 0.15%
4,000
USHY icon
88
iShares Broad USD High Yield Corporate Bond ETF
USHY
$25.5B
$280K 0.14%
7,453
HD icon
89
Home Depot
HD
$378B
$270K 0.14%
736
+19
KO icon
90
Coca-Cola
KO
$296B
$270K 0.14%
3,811
+69
GOOG icon
91
Alphabet (Google) Class C
GOOG
$3.4T
$260K 0.13%
1,466
+28
IRM icon
92
Iron Mountain
IRM
$30.4B
$258K 0.13%
2,517
+34
CMG icon
93
Chipotle Mexican Grill
CMG
$41.9B
$253K 0.13%
4,500
AXP icon
94
American Express
AXP
$248B
$253K 0.13%
792
+1
VYMI icon
95
Vanguard International High Dividend Yield ETF
VYMI
$12.4B
$250K 0.13%
3,124
+41
BG icon
96
Bunge Global
BG
$18.9B
$249K 0.13%
3,105
+24
MSCI icon
97
MSCI
MSCI
$44.2B
$246K 0.13%
427
+2
DIS icon
98
Walt Disney
DIS
$202B
$239K 0.12%
+1,927
HCA icon
99
HCA Healthcare
HCA
$105B
$237K 0.12%
619
-8
SGOL icon
100
abrdn Physical Gold Shares ETF
SGOL
$6.47B
$234K 0.12%
7,417