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Home > Institutional Investor > Iron Financial, Llc > Profile

Instuitional Investor - Iron Financial, Llc

Fund Profile
Filing Period:
Fund Name: Iron Financial, Llc
Portfolio Value $176,213,883
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Cme Group Inc.
 CME 74,206 $15,627,732 8.86%
2.
Apple Inc.
 AAPL 65,571 $12,624,354 7.16%
3.
Hartford Fds Exchange Traded
 362,778 $12,345,332 7%
4.
Vanguard Index Fds
 41,822 $9,921,004 5.63%
5.
Spdr Series Trust
 150,754 $8,811,583 5%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)