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
$178M
AUM Growth
+$387K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
135
New
Increased
Reduced
Closed

Top Buys

1
+$882K
2
+$859K
3
+$835K
4
LNT icon
Alliant Energy
LNT
+$829K
5
JNJ icon
Johnson & Johnson
JNJ
+$811K

Top Sells

1
+$1.16M
2
+$977K
3
+$939K
4
WMB icon
Williams Companies
WMB
+$935K
5
CLX icon
Clorox
CLX
+$895K

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 Change
in Stake 		Capital Flow
126
– –
-933
127
– –
-11,845
128
– –
-11,578
129
– –
-5,788
130
– –
-14,609
131
– –
-3,423
132
– –
-342
133
– –
-2,900
134
– –
-4,882
135
– –
-17,274
2 3 4 5
6