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
$178M
AUM Growth
+$6.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3
New
Increased
Reduced
Closed

Top Buys

1 +$9.51M
2 +$4.98M

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
$680B
$89.4M 50.33%
159,114
+16,919
VOO icon
2
Vanguard S&P 500 ETF
VOO
$780B
$84.4M 47.52%
164,258
+9,700
SPY icon
3
SPDR S&P 500 ETF Trust
SPY
$680B
$3.81M 2.14%
6,805