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
$190M
AUM Growth
-$9.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$22.1M
2
+$8.84M
3
+$6.05M
4
LTPZ icon
PIMCO 15+ Year US TIPS Index Exchange-Traded Fund
LTPZ
+$1.4M
5
FBND icon
Fidelity Total Bond ETF
FBND
+$1.36M

Top Sells

1
+$6.85M
2
+$6.75M
3
+$5.46M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$4.21M
5
CACG
Legg Mason ETF Investment Trust ClearBridge All Cap Growth ESG ETF
CACG
+$3.96M

Sector Composition

1 Financials 11.48%
2 Technology 6.87%
3 Consumer Discretionary 3.04%
4 Consumer Staples 1.78%
5 Healthcare 1.56%
Name Market Value Portfolio Weight Shares or Principal Change
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