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
$182M
AUM Growth
-$8.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Sells

1 +$2.66M
2 +$957K
3 +$746K
4
HTRB icon
Hartford Total Return Bond ETF
HTRB
+$411K
5
MDT icon
Medtronic
MDT
+$366K

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
-4,075
102
-11,480
103
-14,456