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
$178M
AUM Growth
-$5.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$1.6M
2
+$883K
3
+$570K
4
TSLA icon
Tesla
TSLA
+$392K
5
HODL icon
VanEck Bitcoin Trust
HODL
+$315K

Top Sells

1
+$2.22M
2
+$1.73M
3
+$946K
4
LTPZ icon
PIMCO 15+ Year US TIPS Index Exchange-Traded Fund
LTPZ
+$721K
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$577K

Sector Composition

1 Technology 14.01%
2 Financials 11.43%
3 Consumer Staples 3.63%
4 Consumer Discretionary 3.58%
5 Healthcare 1.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.3M 9.17%
65,170
-133
2
$13.7M 7.68%
58,858
-90
3
$11.3M 6.33%
338,090
-10,447
4
$11.2M 6.27%
38,487
-1,653
5
$10.3M 5.81%
216,650
+33,589
6
$9.38M 5.27%
131,292
-2,576
7
$7.98M 4.48%
13,611
+20
8
$7.23M 4.06%
66,189
-211
9
$6.33M 3.56%
244,990
-22,350
10
$4.89M 2.75%
211,717
+38,196
11
$4.54M 2.55%
181,159
-1,940
12
$4.35M 2.44%
180,808
-1,541
13
$3.71M 2.09%
124,412
-4,187
14
$3.59M 2.02%
38,682
-4,412
15
$3.38M 1.9%
58,340
-5,980
16
$3.05M 1.72%
13,919
+156
17
$3.05M 1.71%
7,234
-89
18
$2.12M 1.19%
8,842
+1
19
$2.09M 1.18%
46,628
-946
20
$2.05M 1.15%
10,490
-100
21
$2M 1.13%
14,926
-720
22
$1.96M 1.1%
71,920
+2,428
23
$1.86M 1.04%
20,907
-529
24
$1.58M 0.89%
46,357
-34
25
$1.41M 0.79%
7,211
-439
1
2 3 4 5