IF

IRON Financial Portfolio holdings

AUM $218M
1-Year Est. Return 14.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$182M
AUM Growth
-$8.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$1.96M
2
+$903K
3
+$871K
4
GIS icon
General Mills
GIS
+$864K
5
IUSB icon
iShares Core Universal USD Bond ETF
IUSB
+$858K

Top Sells

1
+$2.66M
2
+$973K
3
+$746K
4
INTC icon
Intel
INTC
+$458K
5
HTRB icon
Hartford Total Return Bond ETF
HTRB
+$435K

Sector Composition

1 Financials 9.33%
2 Technology 7.79%
3 Consumer Staples 3.56%
4 Consumer Discretionary 2.09%
5 Healthcare 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-9,314
102
– –
-1,837
103
– –
-5,760
1 2 3 4
5