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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 $178,388,959
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Cme Group Inc.
 CME 58,782 $15,594,356 8.74%
2.
Apple Inc.
 AAPL 64,681 $14,367,509 8.05%
3.
Hartford Fds Exchange Traded - TOTAL RTRN ETF
 326,088 $11,041,355 6.19%
4.
Ishares Tr
 219,188 $10,597,739 5.94%
5.
Vanguard Index Fds
 38,227 $10,506,396 5.89%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)