IF

IRON Financial Portfolio holdings

AUM $218M
1-Year Est. Return 14.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$176M
AUM Growth
+$3.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$2.28M
2
+$647K
3
+$201K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$197K
5
ABT icon
Abbott
ABT
+$195K

Top Sells

1
+$3.48M
2
+$1.19M
3
+$708K
4
TBLL icon
Invesco Short Term Treasury ETF
TBLL
+$610K
5
HTRB icon
Hartford Total Return Bond ETF
HTRB
+$564K

Sector Composition

1 Financials 12.57%
2 Technology 10.6%
3 Consumer Staples 3.42%
4 Consumer Discretionary 2.97%
5 Healthcare 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-7,356
102
– –
-30,117
103
– –
-163,998
1 2 3 4
5