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
$184M
AUM Growth
+$5.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1 +$1.35M
2 +$1.01M
3 +$873K
4
CSCO icon
Cisco
CSCO
+$856K
5
PGR icon
Progressive
PGR
+$839K

Top Sells

1 +$1.9M
2 +$1.36M
3 +$1.07M
4
WMT icon
Walmart
WMT
+$898K
5
HAS icon
Hasbro
HAS
+$835K

Sector Composition

1 Technology 12.68%
2 Financials 10.72%
3 Consumer Staples 3.71%
4 Consumer Discretionary 2.94%
5 Healthcare 2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-4,907
127
-18,880
128
-12,635