IF
IRON Financial Portfolio holdings
AUM
$218M
1-Year Est. Return
14.21%
This Fund
S&P 500
1 Year Est. Return
+14.21%
AUM
$209M
AUM Growth
+$19.9M
(+11%)
Holding
163
Top Buys
| 1 | +$6.08M | |
| 2 | +$1.92M | |
| 3 | +$971K | |
| 4 |
Pfizer
PFE
|
+$882K |
| 5 |
Schwab US Dividend Equity ETF
SCHD
|
+$874K |
Top Sells
| 1 | +$1.32M | |
| 2 | +$1.21M | |
| 3 | +$1.08M | |
| 4 |
Linde
LIN
|
+$890K |
| 5 |
Johnson & Johnson
JNJ
|
+$859K |
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
Dollar Tree
DLTR
$21.4B
| – | – |
-3,316
|
|
||
152
Fastenal
FAST
$52.3B
| – | – |
-12,694
|
|
||
153
HCA Healthcare
HCA
$112B
| – | – |
-619
|
|
||
154
Iron Mountain
IRM
$31.8B
| – | – |
-2,517
|
|
||
|
155
Linde
LIN
$228B
| – | – |
-1,896
|
|
||
156
Alliant Energy
LNT
$18.5B
| – | – |
-12,845
|
|
||
157
lululemon athletica
LULU
$19.6B
| – | – |
-875
|
|
||
158
MSCI
MSCI
$40.9B
| – | – |
-427
|
|
||
159
Newmont
NEM
$115B
| – | – |
-18,575
|
|
||
160
Nucor
NUE
$37.1B
| – | – |
-1,749
|
|
||
161
Target
TGT
$52.3B
| – | – |
-2,240
|
|
||
162
Zimmer Biomet
ZBH
$17.5B
| – | – |
-6,676
|
|
||
|
CRWV
163
CoreWeave Inc
CRWV
$44.2B
| – | – |
0
|
|