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
$208M
AUM Growth
-$5.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Sells

1 +$2.26M
2 +$1.1M
3 +$564K
4
KR icon
Kroger
KR
+$548K
5
ADBE icon
Adobe
ADBE
+$547K

Sector Composition

1 Financials 9.59%
2 Technology 6.83%
3 Consumer Discretionary 2.94%
4 Healthcare 2.48%
5 Communication Services 1.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-5,672
127
-3,853
128
-1,068
129
-1,708