IF
IRON Financial Portfolio holdings
AUM
$209M
1-Year Est. Return
13.4%
1 Year Est. Return
+13.4%
AUM
$209M
AUM Growth
+$19.9M
(+11%)
Holding
163
Top Buys
| 1 | +$6.11M | |
| 2 | +$1.92M | |
| 3 | +$976K | |
| 4 |
EXE
Expand Energy Corp
EXE
|
+$918K |
| 5 |
Pfizer
PFE
|
+$911K |
Top Sells
| 1 | +$1.32M | |
| 2 | +$1.22M | |
| 3 | +$1.08M | |
| 4 |
Johnson & Johnson
JNJ
|
+$930K |
| 5 |
Linde
LIN
|
+$890K |
Sector Composition
| 1 | Technology | 13.51% |
| 2 | Financials | 11.49% |
| 3 | Energy | 3.42% |
| 4 | Consumer Staples | 2.68% |
| 5 | Consumer Discretionary | 2.55% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Iron Mountain
IRM
$30.4B
| – | – |
-2,517
|
|
||
152
HCA Healthcare
HCA
$105B
| – | – |
-619
|
|
||
153
Fastenal
FAST
$47.2B
| – | – |
-12,694
|
|
||
154
Dollar Tree
DLTR
$20.2B
| – | – |
-3,316
|
|
||
155
Dominion Energy
D
$50.1B
| – | – |
-9,821
|
|
||
156
CSX Corp
CSX
$67.1B
| – | – |
-6,274
|
|
||
157
Chipotle Mexican Grill
CMG
$41.9B
| – | – |
-4,500
|
|
||
158
CDW
CDW
$20.9B
| – | – |
-3,333
|
|
||
159
CBRE Group
CBRE
$45.4B
| – | – |
-1,471
|
|
||
160
Bunge Global
BG
$18.9B
| – | – |
-3,105
|
|
||
161
Franklin Resources
BEN
$11.7B
| – | – |
-9,783
|
|
||
162
AeroVironment
AVAV
$18.5B
| – | – |
0
|
|
||
|
CRWV
163
CoreWeave Inc
CRWV
$66.2B
| – | – |
0
|
|