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
$172M
AUM Growth
-$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$731K
2
+$690K
3
+$681K
4
MDT icon
Medtronic
MDT
+$669K
5
ESS icon
Essex Property Trust
ESS
+$651K

Top Sells

1
+$1.44M
2
+$1.02M
3
+$1.01M
4
ACWV icon
iShares MSCI Global Min Vol Factor ETF
ACWV
+$916K
5
CLX icon
Clorox
CLX
+$869K

Sector Composition

1 Financials 11.97%
2 Technology 9.45%
3 Consumer Staples 3.48%
4 Consumer Discretionary 2.88%
5 Healthcare 2.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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5