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IF

IRON Financial Portfolio holdings

AUM $229M
1-Year Est. Return 13.96%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.96%
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
+$1.88M
2
+$535K
3
+$504K
4
BSJN
Invesco BulletShares 2023 High Yield Corporate Bond ETF
BSJN
+$502K
5
IBDR icon
iShares iBonds Dec 2026 Term Corporate ETF
IBDR
+$438K

Top Sells

1
+$1.54M
2
+$1.17M
3
+$592K
4
AAPL icon
Apple
AAPL
+$574K
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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-3,296
102
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-746
103
– –
-1,980
104
– –
-3,681
105
– –
-3,640
106
– –
-170
107
– –
-1,323
108
– –
-1,559
109
– –
-1,331
110
– –
-2,670
111
– –
-997
112
– –
-5,058
113
– –
-5,241
114
– –
-1,908
1 2 3 4
5