IF

Ironwood Financial Portfolio holdings

AUM $564M
1-Year Est. Return 10.45%
This Quarter Est. Return
1 Year Est. Return
+10.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$178M
AUM Growth
-$10.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
411
New
Increased
Reduced
Closed

Top Buys

1
+$1.56M
2
+$1.21M
3
+$1.02M
4
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$727K
5
BSJN
Invesco BulletShares 2023 High Yield Corporate Bond ETF
BSJN
+$704K

Top Sells

1
+$1.67M
2
+$671K
3
+$430K
4
PPBI
Pacific Premier Bancorp
PPBI
+$398K
5
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$340K

Sector Composition

1 Industrials 0.84%
2 Consumer Discretionary 0.75%
3 Technology 0.73%
4 Healthcare 0.51%
5 Financials 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$12K 0.01%
130
227
$12K 0.01%
300
228
$12K 0.01%
29,907
+914
229
$11K 0.01%
79
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230
$11K 0.01%
519
231
$11K 0.01%
458
232
$11K 0.01%
125
233
$11K 0.01%
+171
234
$11K 0.01%
400
235
$10K 0.01%
136
+1
236
$10K 0.01%
100
237
$10K 0.01%
250
238
$10K 0.01%
63
239
$10K 0.01%
+165
240
$10K 0.01%
100
241
$10K 0.01%
238
-12
242
$10K 0.01%
350
243
$10K 0.01%
+94
244
$10K 0.01%
229
245
$9K 0.01%
595
246
$9K 0.01%
90
247
$9K 0.01%
500
248
$9K 0.01%
+85
249
$9K 0.01%
829
250
$9K 0.01%
158
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10
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