IF

Ironwood Financial Portfolio holdings

AUM $590M
1-Year Est. Return 12.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.43%
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
251
$9K 0.01%
1,600
252
$9K 0.01%
400
253
$9K 0.01%
397
-596
254
$9K 0.01%
100
255
$9K 0.01%
180
256
$9K 0.01%
595
257
$8K ﹤0.01%
200
258
$8K ﹤0.01%
275
259
$8K ﹤0.01%
229
260
$8K ﹤0.01%
245
261
$8K ﹤0.01%
172
262
$8K ﹤0.01%
345
263
$8K ﹤0.01%
+267
264
$8K ﹤0.01%
52
265
$8K ﹤0.01%
100
266
$8K ﹤0.01%
269
267
$7K ﹤0.01%
+474
268
$7K ﹤0.01%
385
269
$7K ﹤0.01%
396
270
$7K ﹤0.01%
134
271
$7K ﹤0.01%
180
272
$7K ﹤0.01%
158
273
$7K ﹤0.01%
166
274
$7K ﹤0.01%
171
275
$7K ﹤0.01%
115
9 10
11
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