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
$179M
AUM Growth
+$3.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$794K
2
+$752K
3
+$730K
4
CTRA icon
Coterra Energy
CTRA
+$724K
5
SBUX icon
Starbucks
SBUX
+$717K

Top Sells

1
+$851K
2
+$770K
3
+$745K
4
PEP icon
PepsiCo
PEP
+$733K
5
GRMN icon
Garmin
GRMN
+$705K

Sector Composition

1 Financials 12.08%
2 Technology 9.48%
3 Consumer Discretionary 3.7%
4 Consumer Staples 2.95%
5 Healthcare 1.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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104
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117
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