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
$182M
AUM Growth
-$8.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$1.88M
2
+$878K
3
+$868K
4
IUSB icon
iShares Trust iShares Core Universal USD Bond ETF
IUSB
+$818K
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$813K

Top Sells

1
+$2.66M
2
+$957K
3
+$746K
4
HTRB icon
Hartford Total Return Bond ETF
HTRB
+$411K
5
MDT icon
Medtronic
MDT
+$366K

Sector Composition

1 Financials 9.33%
2 Technology 7.79%
3 Consumer Staples 3.56%
4 Consumer Discretionary 2.09%
5 Healthcare 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.3M 8.95%
557,783
-32,760
2
$15.3M 8.42%
472,628
-12,680
3
$13.4M 7.35%
75,548
-473
4
$9.41M 5.17%
363,378
-4,888
5
$9.35M 5.13%
67,618
-1,440
6
$7.84M 4.31%
43,705
-219
7
$7.72M 4.24%
87,191
-675
8
$5.21M 2.86%
14,575
-600
9
$5.15M 2.83%
246,725
+3,522
10
$5.1M 2.8%
250,122
+4,207
11
$4.96M 2.73%
112,551
+3,242
12
$4.88M 2.68%
202,275
+6,623
13
$4.79M 2.63%
207,409
+7,134
14
$4.76M 2.61%
81,598
-2,850
15
$4.7M 2.58%
221,997
-3,492
16
$3.15M 1.73%
52,431
-685
17
$2.81M 1.54%
42,443
-771
18
$2.55M 1.4%
57,413
-2,914
19
$2.53M 1.39%
106,474
+1,584
20
$2.48M 1.36%
10,656
+2,649
21
$2.35M 1.29%
105,327
+14,549
22
$2.33M 1.28%
100,656
-1,157
23
$2.32M 1.27%
96,994
-4,572
24
$1.88M 1.03%
+82,582
25
$1.84M 1.01%
16,309
+89
1
2 3 4 5