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
$214M
AUM Growth
+$24.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
123
New
Increased
Reduced
Closed

Top Buys

1
+$2.62M
2
+$2.62M
3
+$2.61M
4
BSCO
Invesco BulletShares 2024 Corporate Bond ETF
BSCO
+$2.61M
5
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
+$2.61M

Top Sells

1
+$5.49M
2
+$1.13M
3
+$640K
4
VUG icon
Vanguard Growth ETF
VUG
+$576K
5
SPTM icon
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
+$392K

Sector Composition

1 Financials 10.42%
2 Technology 6.92%
3 Consumer Discretionary 2.92%
4 Consumer Staples 2.13%
5 Healthcare 1.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$210K 0.1%
+3,122
102
$210K 0.1%
+777
103
$209K 0.1%
1,443
-640
104
$208K 0.1%
+3,845
105
$206K 0.1%
+1,439
106
$201K 0.09%
+1,068
107
$131K 0.06%
12,539
+248
108
– –
-967
109
– –
-5,000
110
– –
-1,910
111
– –
-2,822
112
– –
-2,600
113
– –
-105,658
1 2 3 4
5