IF
IRON Financial Portfolio holdings
AUM $178M
AUM
$178M
AUM Growth
+$387K (+0.2%)
Cap. Flow
+$10.8M
Cap. Flow % of AUM
6.04%
Top 10 Holdings %Top 10 Hldgs %
54.75%
Holding
135
New
31
Increased
36
Reduced
37
Closed
22
Top Buys
| 1 | $882K | |
| 2 | $859K | |
| 3 | $835K | |
| 4 | $829K | |
| 5 | $811K |
Top Sells
| 1 | $1.16M | |
| 2 | $817K | |
| 3 | $700K | |
| 4 | $695K | |
| 5 | $608K |
Sector Composition
| 1 | Technology | 12.77% |
| 2 | Financials | 12.33% |
| 3 | Consumer Discretionary | 3.52% |
| 4 | Consumer Staples | 2.03% |
| 5 | Healthcare | 1.97% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $0 | 0% | 0 -14,000 | Closed | – | |||
| $0 | 0% | 0 -11,845 | Closed | – | |||
| $0 | 0% | 0 -11,578 | Closed | – | |||
| $0 | 0% | 0 -5,788 | Closed | – | |||
| $0 | 0% | 0 -14,609 | Closed | – | |||
| $0 | 0% | 0 -3,423 | Closed | – | |||
| $0 | 0% | 0 -342 | Closed | – | |||
| $0 | 0% | 0 -2,900 | Closed | – | |||
| $0 | 0% | 0 -4,882 | Closed | – | |||
| $0 | 0% | 0 -17,274 | Closed | – |
