IF
IRON Financial Portfolio holdings
AUM
$189M
1-Year Return
14.86%
This Quarter Return
+6.11%
1 Year Return
+14.86%
3 Year Return
+39.68%
5 Year Return
+58.8%
10 Year Return
+116.22%
AUM
$182M
AUM Growth
+$7.96M
(+4.6%)
Cap. Flow
-$1.5M
Cap. Flow
% of AUM
-0.82%
Top 10 Holdings %
Top 10 Hldgs %
51.87%
Holding
116
New
19
Increased
34
Reduced
34
Closed
19
Top Buys
| 1 |
iShares Core 1-5 Year USD Bond ETF
ISTB
|
$7.73M |
| 2 |
Invesco Short Term Treasury ETF
TBLL
|
$1.85M |
| 3 |
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPTM
|
$1.65M |
| 4 |
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
$1.03M |
| 5 |
Walmart
WMT
|
$907K |
Top Sells
Sector Composition
| 1 | Financials | 10.7% |
| 2 | Technology | 8.65% |
| 3 | Consumer Staples | 4.01% |
| 4 | Consumer Discretionary | 2.59% |
| 5 | Healthcare | 2.36% |
