IF
IRON Financial Portfolio holdings
AUM
$209M
1-Year Est. Return
13.4%
1 Year Est. Return
+13.4%
AUM
$189M
AUM Growth
+$10.5M
(+5.9%)
Holding
127
Top Buys
| 1 | +$883K | |
| 2 | +$528K | |
| 3 | +$476K | |
| 4 |
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
|
+$469K |
| 5 |
Vanguard Dividend Appreciation ETF
VIG
|
+$456K |
Top Sells
| 1 | +$579K | |
| 2 | +$567K | |
| 3 | +$422K | |
| 4 |
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
|
+$386K |
| 5 |
Schwab Short-Term US Treasury ETF
SCHO
|
+$365K |
Sector Composition
| 1 | Technology | 12.73% |
| 2 | Financials | 12.43% |
| 3 | Consumer Discretionary | 3.44% |
| 4 | Consumer Staples | 1.94% |
| 5 | Communication Services | 1.89% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Alibaba
BABA
$407B
| – | – |
-1,582
|
|
||
127
AeroVironment
AVAV
$18.5B
| – | – |
0
|
|