IF

IRON Financial Portfolio holdings

AUM $229M
1-Year Est. Return 13.96%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$209M
AUM Growth
+$19.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$6.08M
2
+$1.92M
3
+$971K
4
PFE icon
Pfizer
PFE
+$882K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$874K

Top Sells

1
+$1.32M
2
+$1.21M
3
+$1.08M
4
LIN icon
Linde
LIN
+$890K
5
JNJ icon
Johnson & Johnson
JNJ
+$859K

Sector Composition

1 Technology 13.51%
2 Financials 11.49%
3 Energy 3.42%
4 Consumer Staples 2.68%
5 Consumer Discretionary 2.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$263K 0.13%
+3,494
102
$258K 0.12%
+10,469
103
$256K 0.12%
+1,038
104
$254K 0.12%
1,635
+230
105
$253K 0.12%
713
106
$252K 0.12%
+10,381
107
$250K 0.12%
3,771
-40
108
$249K 0.12%
6,678
-13,052
109
$245K 0.12%
+4,107
110
$238K 0.11%
+1,672
111
$238K 0.11%
1,431
+3
112
$233K 0.11%
+967
113
$231K 0.11%
+4,174
114
$229K 0.11%
+1,050
115
$228K 0.11%
2,443
116
$227K 0.11%
+9,883
117
$227K 0.11%
6,462
+118
118
$223K 0.11%
1,595
-3,461
119
$223K 0.11%
1,362
-28
120
$219K 0.11%
+6,386
121
$219K 0.11%
705
+102
122
$219K 0.1%
3,732
+26
123
$219K 0.1%
2,485
-3,123
124
$218K 0.1%
+9,977
125
$213K 0.1%
+1,510
3 4
5
6 7