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
$155M
AUM Growth
+$5.18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$5.13M
2 +$2.63M
3 +$2.16M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$76.1M 49.03%
158,358
-4,500
2
$75.6M 48.68%
143,775
-5,000
3
$3.56M 2.29%
6,805
-9,798