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
$178M
AUM Growth
-$1.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$749K
2 +$573K
3 +$432K
4
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$296K
5
WMB icon
Williams Companies
WMB
+$228K

Sector Composition

1 Technology 11.72%
2 Financials 9.59%
3 Consumer Discretionary 3.94%
4 Consumer Staples 3.19%
5 Healthcare 1.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$34.6K 0.02%
16,889
+3,512
102
-2,781
103
-2,607