II

Ironclad Investments Portfolio holdings

AUM $211M
1-Year Est. Return 16.05%
This Quarter Est. Return
1 Year Est. Return
+16.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$211M
AUM Growth
+$14.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$970K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
IVV icon
1
iShares Core S&P 500 ETF
IVV
$732B
$106M 50.1%
157,664
-1,450
VOO icon
2
Vanguard S&P 500 ETF
VOO
$822B
$101M 47.75%
164,258
SPY icon
3
SPDR S&P 500 ETF Trust
SPY
$700B
$4.53M 2.15%
6,805