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
$176M
AUM Growth
+$3.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$2.4M
2 +$652K
3 +$215K
4
COR icon
Cencora
COR
+$212K
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$210K

Top Sells

1 +$3.48M
2 +$1.25M
3 +$708K
4
TBLL icon
Invesco Short Term Treasury ETF
TBLL
+$610K
5
HTRB icon
Hartford Total Return Bond ETF
HTRB
+$589K

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
-12,870
103
-3,644