IF
IRON Financial Portfolio holdings
AUM
$189M
This Quarter Return
+1%
1 Year Return
+14.86%
3 Year Return
+39.68%
5 Year Return
+58.8%
10 Year Return
+116.22%
AUM
$178M
AUM Growth
+$178M
(-3.1%)
Cap. Flow
-$146K
Cap. Flow
% of AUM
-0.08%
Top 10 Holdings %
Top 10 Hldgs %
55.37%
Holding
115
New
7
Increased
61
Reduced
29
Closed
11
Top Buys
| 1 |
Schwab US TIPS ETF
SCHP
|
$2.88M |
| 2 |
iShares Core 1-5 Year USD Bond ETF
ISTB
|
$1.6M |
| 3 |
Schwab US Dividend Equity ETF
SCHD
|
$1.33M |
| 4 |
Schwab International Dividend Equity ETF
SCHY
|
$883K |
| 5 |
iShares Bitcoin Trust
IBIT
|
$570K |
Top Sells
Sector Composition
| 1 | Technology | 14.01% |
| 2 | Financials | 11.43% |
| 3 | Consumer Staples | 3.63% |
| 4 | Consumer Discretionary | 3.58% |
| 5 | Healthcare | 1.76% |
