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
$191M
AUM Growth
-$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$1.81M
2
+$532K
3
+$502K
4
BSJN
Invesco BulletShares 2023 High Yield Corporate Bond ETF
BSJN
+$485K
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$434K

Top Sells

1
+$1.54M
2
+$1.14M
3
+$569K
4
AAPL icon
Apple
AAPL
+$518K
5
DIS icon
Walt Disney
DIS
+$407K

Sector Composition

1 Financials 9.6%
2 Technology 7.52%
3 Healthcare 2.38%
4 Consumer Staples 2.22%
5 Consumer Discretionary 1.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
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102
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103
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104
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105
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-170
106
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107
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-3,681
108
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-1,980
109
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-746
110
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-10,550
111
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-3,296
112
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-2,968
113
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-460
114
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-7,500
1 2 3 4
5