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
$199M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Sells

1 +$2.54M
2 +$1.76M
3 +$658K
4
VXX icon
iPath Series B S&P 500 VIX Short-Term Futures ETN
VXX
+$623K
5
BNTX icon
BioNTech
BNTX
+$377K

Sector Composition

1 Financials 10.02%
2 Technology 8.09%
3 Consumer Discretionary 3.65%
4 Healthcare 1.46%
5 Communication Services 1.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-5,450