IF

IRON Financial Portfolio holdings

AUM $218M
1-Year Est. Return 14.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.21%
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
+$1.3M
2
+$914K
3
+$799K
4
CLX icon
Clorox
CLX
+$794K
5
CRWD icon
CrowdStrike
CRWD
+$788K

Top Sells

1
+$1.9M
2
+$1.35M
3
+$1.05M
4
HAS icon
Hasbro
HAS
+$835K
5
TJX icon
TJX Companies
TJX
+$822K

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
2 3 4 5
6