IF
IRON Financial Portfolio holdings
AUM
$189M
This Quarter Return
+4.39%
1 Year Return
+14.86%
3 Year Return
+39.68%
5 Year Return
+58.8%
10 Year Return
+116.22%
AUM
$179M
AUM Growth
+$179M
(+1.8%)
Cap. Flow
-$1.95M
Cap. Flow
% of AUM
-1.08%
Top 10 Holdings %
Top 10 Hldgs %
52.66%
Holding
117
New
19
Increased
39
Reduced
31
Closed
19
Top Buys
| 1 |
ConocoPhillips
COP
|
$794K |
| 2 |
Walmart
WMT
|
$768K |
| 3 |
TJX Companies
TJX
|
$752K |
| 4 |
PXD
Pioneer Natural Resource Co.
PXD
|
$730K |
| 5 |
Coterra Energy
CTRA
|
$724K |
Top Sells
| 1 |
Allstate
ALL
|
$851K |
| 2 |
IBM
IBM
|
$770K |
| 3 |
CVS Health
CVS
|
$745K |
| 4 |
PepsiCo
PEP
|
$733K |
| 5 |
Garmin
GRMN
|
$705K |
Sector Composition
| 1 | Financials | 12.08% |
| 2 | Technology | 9.48% |
| 3 | Consumer Discretionary | 3.7% |
| 4 | Consumer Staples | 2.95% |
| 5 | Healthcare | 1.7% |
