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 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
276
$7K ﹤0.01%
396
277
$7K ﹤0.01%
385
278
$7K ﹤0.01%
+474
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50
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79
+29
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$6K ﹤0.01%
110
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$6K ﹤0.01%
400
285
$6K ﹤0.01%
1,500
286
$6K ﹤0.01%
151
-235
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$6K ﹤0.01%
52
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125
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$6K ﹤0.01%
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$6K ﹤0.01%
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$6K ﹤0.01%
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$5K ﹤0.01%
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$5K ﹤0.01%
200
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$5K ﹤0.01%
75
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$5K ﹤0.01%
342
299
$5K ﹤0.01%
90
300
$5K ﹤0.01%
20