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

Top Buys

1
+$715K
2
+$695K
3
+$626K
4
DRI icon
Darden Restaurants
DRI
+$615K
5
GRMN icon
Garmin
GRMN
+$605K

Top Sells

1
+$1.45M
2
+$1.01M
3
+$1M
4
ACWV icon
iShares MSCI Global Min Vol Factor ETF
ACWV
+$894K
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
101
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102
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103
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104
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105
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106
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-9,872
107
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-6,550
108
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-701
109
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-16,580
110
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-2,341
111
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-2,056
112
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113
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-8,657
114
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-3,173
115
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-19,935
116
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-2,578
117
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-1,290
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5