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
-$5.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$1.6M
2
+$883K
3
+$570K
4
TSLA icon
Tesla
TSLA
+$392K
5
HODL icon
VanEck Bitcoin Trust
HODL
+$315K

Top Sells

1
+$2.22M
2
+$1.73M
3
+$946K
4
LTPZ icon
PIMCO 15+ Year US TIPS Index Exchange-Traded Fund
LTPZ
+$721K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$577K

Sector Composition

1 Technology 14.01%
2 Financials 11.43%
3 Consumer Staples 3.63%
4 Consumer Discretionary 3.58%
5 Healthcare 1.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$145K 0.08%
16,429
+333
102
$99.9K 0.06%
10,090
-436
103
$32.1K 0.02%
17,343
+454
104
$29K 0.02%
+933
105
– –
-104,894
106
– –
-13,571
107
– –
-1,426
108
– –
-8,957
109
– –
-594
110
– –
-2,252
111
– –
-842
112
– –
-227
113
– –
-36,742
114
– –
-2,531
115
– –
-2,680
1 2 3 4
5