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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
$229M
AUM Growth
+$11.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$3.48M
2
+$2.87M
3
+$1.35M
4
NEAR icon
iShares Short Maturity Bond ETF
NEAR
+$1.14M
5
ADSK icon
Autodesk
ADSK
+$967K

Top Sells

1
+$945K
2
+$905K
3
+$873K
4
NOW icon
ServiceNow
NOW
+$754K
5
CHD icon
Church & Dwight Co
CHD
+$754K

Sector Composition

1 Technology 11.85%
2 Financials 11.34%
3 Consumer Staples 3.02%
4 Energy 2.41%
5 Consumer Discretionary 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CF icon
101
CF Industries
CF
$16.2B
$288K 0.13%
+2,221
APA icon
102
APA Corp
APA
$12.1B
$288K 0.13%
6,789
-3,410
KO icon
103
Coca-Cola
KO
$345B
$286K 0.13%
3,765
-39
REG icon
104
Regency Centers
REG
$14.5B
$286K 0.12%
+3,775
MCD icon
105
McDonald's
MCD
$205B
$275K 0.12%
884
+4
USHY icon
106
iShares Broad USD High Yield Corporate Bond ETF
USHY
$27.7B
$275K 0.12%
7,453
VCIT icon
107
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$66.3B
$272K 0.12%
3,285
-84
ADM icon
108
Archer Daniels Midland
ADM
$37.6B
$270K 0.12%
3,721
-736
CAT icon
109
Caterpillar
CAT
$435B
$268K 0.12%
+378
HD icon
110
Home Depot
HD
$336B
$264K 0.12%
804
+69
CWS icon
111
AdvisorShares Focused Equity ETF
CWS
$135M
$259K 0.11%
4,000
GLDM icon
112
SPDR Gold MiniShares Trust
GLDM
$29.5B
$257K 0.11%
2,773
-1,038
AXP icon
113
American Express
AXP
$232B
$253K 0.11%
837
+31
ABT icon
114
Abbott
ABT
$158B
$247K 0.11%
2,402
-40
TSM icon
115
TSMC
TSM
$2.21T
$246K 0.11%
+727
QQQM icon
116
Invesco NASDAQ 100 ETF
QQQM
$97.6B
$245K 0.11%
1,030
-278
SGOL icon
117
abrdn Physical Gold Shares ETF
SGOL
$7.4B
$244K 0.11%
5,457
-2,210
DDOG icon
118
Datadog
DDOG
$82.3B
$243K 0.11%
2,061
+238
SLV icon
119
iShares Silver Trust
SLV
$33.9B
$234K 0.1%
+3,434
EIX icon
120
Edison International
EIX
$27.8B
$232K 0.1%
3,166
-911
IBM icon
121
IBM
IBM
$255B
$230K 0.1%
950
+11
EFA icon
122
iShares MSCI EAFE ETF
EFA
$77B
$228K 0.1%
2,345
-129
KMI icon
123
Kinder Morgan
KMI
$69.9B
$227K 0.1%
+6,779
TROW icon
124
T. Rowe Price
TROW
$23.3B
$225K 0.1%
2,497
+454
USRT icon
125
iShares Core US REIT ETF
USRT
$4.22B
$224K 0.1%
3,788
+13
3 4
5
6 7