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
$186M
AUM Growth
+$3.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
105
New
Increased
Reduced
Closed

Top Buys

1 +$1.23M
2 +$368K
3 +$227K
4
VUG icon
Vanguard Growth ETF
VUG
+$223K
5
FTNT icon
Fortinet
FTNT
+$214K

Sector Composition

1 Financials 10.38%
2 Technology 10.02%
3 Consumer Staples 3.9%
4 Consumer Discretionary 2.7%
5 Healthcare 2.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-1,516
102
-8,543
103
-2,870
104
-11,183
105
-2,398