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
$989K
AUM Growth
-$77.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Buys

1
+$65.2K
2
+$58K
3
+$42K
4
DVY icon
iShares Select Dividend ETF
DVY
+$18.4K
5
MDY icon
SPDR S&P MidCap 400 ETF Trust
MDY
+$17.7K

Top Sells

1
+$7.04M
2
+$535K
3
+$509K
4
GLD icon
SPDR Gold Trust
GLD
+$203K
5
NSC icon
Norfolk Southern
NSC
+$201K

Sector Composition

1 Financials 11.02%
2 Technology 4.33%
3 Communication Services 2.09%
4 Real Estate 1.94%
5 Industrials 1.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$154K 15.53%
144,876
+39,626
2
$106K 10.68%
51,396
+31,739
3
$84K 8.5%
94,794
-10,194
4
$70.6K 7.14%
87,021
-2,127
5
$58K 5.87%
+72,860
6
$48.6K 4.91%
99,688
-1,664
7
$41.7K 4.22%
86,338
+6,251
8
$28.3K 2.86%
102,476
+6,996
9
$23.4K 2.37%
19,580
+14,590
10
$21.9K 2.22%
36,033
-9,238
11
$18.4K 1.86%
84,887
-264,465
12
$18.4K 1.86%
+23,185
13
$17.7K 1.79%
+6,723
14
$17.6K 1.78%
+29,756
15
$17.4K 1.76%
+22,028
16
$17.2K 1.74%
+35,547
17
$17.1K 1.73%
+41,410
18
$16.3K 1.65%
34,868
-1,169
19
$10.9K 1.1%
17,142
-850
20
$8.24K 0.83%
20,981
-4,551
21
$8.01K 0.81%
30,383
+902
22
$7.76K 0.79%
14,475
-4,670
23
$6.17K 0.62%
17,000
-1,000
24
$5.76K 0.58%
9,213
-90
25
$5.07K 0.51%
19,990
-185
1
2 3