IF

IRON Financial Portfolio holdings

AUM $229M
1-Year Est. Return 13.96%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$209M
AUM Growth
+$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$6.08M
2
+$1.92M
3
+$971K
4
PFE icon
Pfizer
PFE
+$882K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$874K

Top Sells

1
+$1.32M
2
+$1.21M
3
+$1.08M
4
LIN icon
Linde
LIN
+$890K
5
JNJ icon
Johnson & Johnson
JNJ
+$859K

Sector Composition

1 Technology 13.51%
2 Financials 11.49%
3 Energy 3.42%
4 Consumer Staples 2.68%
5 Consumer Discretionary 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$426K 0.2%
4,135
+10
77
$420K 0.2%
1,725
+259
78
$382K 0.18%
4,782
+6
79
$370K 0.18%
12,869
+163
80
$348K 0.17%
6,945
+58
81
$342K 0.16%
14,813
+98
82
$309K 0.15%
905
+3
83
$304K 0.15%
13,070
84
$303K 0.14%
747
+11
85
$300K 0.14%
2,238
-24
86
$296K 0.14%
+5,465
87
$296K 0.14%
12,831
-10,481
88
$292K 0.14%
3,446
+322
89
$284K 0.14%
3,719
+632
90
$284K 0.14%
2,108
-2,563
91
$283K 0.14%
+1,582
92
$282K 0.13%
7,453
93
$275K 0.13%
7,468
+51
94
$275K 0.13%
4,000
95
$272K 0.13%
+1,597
96
$272K 0.13%
+966
97
$268K 0.13%
806
+14
98
$267K 0.13%
878
-2,708
99
$266K 0.13%
+1,930
100
$264K 0.13%
936
-101
2 3
4
5 6