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
$224M
AUM Growth
+$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$582K
2
+$558K
3
+$556K
4
AAPL icon
Apple
AAPL
+$514K
5
IBDQ icon
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
+$439K

Top Sells

1
+$1.3M
2
+$1.16M
3
+$462K
4
MRNA icon
Moderna
MRNA
+$220K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$182K

Sector Composition

1 Financials 9.69%
2 Technology 8.17%
3 Consumer Discretionary 2.72%
4 Healthcare 2.64%
5 Communication Services 1.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$22M 9.83%
554,456
+14,050
2
$21.1M 9.42%
681,979
+18,780
3
$17.4M 7.75%
76,020
-5,690
4
$13M 5.79%
73,110
+2,894
5
$11.1M 4.93%
45,775
-181
6
$9.96M 4.44%
91,973
+2,625
7
$9.68M 4.32%
307,972
+4,188
8
$9.56M 4.27%
20,135
-383
9
$6.49M 2.89%
60,410
-585
10
$6.25M 2.79%
94,012
-21
11
$4.21M 1.88%
72,019
+9,519
12
$4.2M 1.87%
55,121
+1,730
13
$3.85M 1.72%
75,878
+3,822
14
$3.74M 1.67%
70,616
-21,908
15
$3.65M 1.63%
45,120
+1,535
16
$3.63M 1.62%
169,641
+19,943
17
$3.62M 1.61%
168,515
+19,953
18
$3.61M 1.61%
165,519
+19,870
19
$3.6M 1.61%
138,174
+16,641
20
$3.6M 1.61%
136,254
+16,622
21
$2.94M 1.31%
17,640
-680
22
$2.89M 1.29%
8,592
-67
23
$2.75M 1.23%
107,678
+9,193
24
$2.75M 1.22%
106,135
+8,477
25
$2.74M 1.22%
106,062
+9,372
1
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