II

Ironclad Investments Portfolio holdings

AUM $196M
1-Year Est. Return 13.52%
This Quarter Est. Return
1 Year Est. Return
+13.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$196M
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

No sells this quarter

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
$679B
$98.8M 50.33%
159,114
VOO icon
2
Vanguard S&P 500 ETF
VOO
$779B
$93.3M 47.53%
164,258
SPY icon
3
SPDR S&P 500 ETF Trust
SPY
$679B
$4.2M 2.14%
6,805