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
$224M
AUM Growth
+$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1 +$582K
2 +$558K
3 +$556K
4
AAPL icon
Apple
AAPL
+$514K
5
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$439K

Top Sells

1 +$1.3M
2 +$1.16M
3 +$462K
4
MRNA icon
Moderna
MRNA
+$220K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$182K

Sector Composition

1 Financials 9.69%
2 Technology 8.17%
3 Consumer Discretionary 2.72%
4 Healthcare 2.64%
5 Communication Services 1.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$230K 0.1%
3,763
+129
102
$225K 0.1%
167
+4
103
$223K 0.1%
1,823
+7
104
$212K 0.09%
11,877
+442
105
$210K 0.09%
2,070
106
$210K 0.09%
+396
107
$207K 0.09%
4,228
-499
108
$204K 0.09%
+567
109
$202K 0.09%
+4,592
110
$201K 0.09%
+1,720
111
$200K 0.09%
3,780
+21
112
$179K 0.08%
+11,480
113
$169K 0.08%
12,446
+420
114
$142K 0.06%
13,027
+246
115
$129K 0.06%
+10,281
116
-571