IF
IRON Financial Portfolio holdings
AUM
$189M
This Quarter Return
+5.45%
1 Year Return
+14.86%
3 Year Return
+39.68%
5 Year Return
+58.8%
10 Year Return
+116.22%
AUM
$189M
AUM Growth
+$189M
(+5.9%)
Cap. Flow
+$3.06M
Cap. Flow
% of AUM
1.62%
Top 10 Holdings %
Top 10 Hldgs %
52.89%
Holding
127
New
12
Increased
72
Reduced
30
Closed
4
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 12.73% |
| 2 | Financials | 12.43% |
| 3 | Consumer Discretionary | 3.44% |
| 4 | Consumer Staples | 1.94% |
| 5 | Communication Services | 1.89% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
126
Schwab Short-Term US Treasury ETF
SCHO
$11.7B
| – | – |
-15,004
| Closed | -$365K |
|
|
CRWV
127
CoreWeave, Inc. Class A Common Stock
CRWV
$50.3B
| – | – |
0
| – | – |
|