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
$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
1
$89.4M 50.33%
159,114
+16,919
2
$84.4M 47.52%
164,258
+9,700
3
$3.81M 2.14%
6,805