IF
Ironwood Financial Portfolio holdings
AUM
$466M
1-Year Return
9.07%
This Quarter Return
-0.19%
1 Year Return
+9.07%
3 Year Return
+43.95%
5 Year Return
+66.55%
10 Year Return
–
AUM
$342M
AUM Growth
+$8.49M
(+2.5%)
Cap. Flow
+$9.61M
Cap. Flow
% of AUM
2.81%
Top 10 Holdings %
Top 10 Hldgs %
43.29%
Holding
619
New
22
Increased
105
Reduced
39
Closed
5
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
+$2M |
| 2 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$817K |
| 3 |
iShares S&P Mid-Cap 400 Growth ETF
IJK
|
+$816K |
| 4 |
iShares MSCI USA Equal Weighted ETF
EUSA
|
+$809K |
| 5 |
iShares S&P 500 Value ETF
IVE
|
+$761K |
Top Sells
Sector Composition
| 1 | Technology | 12.84% |
| 2 | Healthcare | 3.61% |
| 3 | Consumer Discretionary | 3.37% |
| 4 | Communication Services | 2.28% |
| 5 | Financials | 1.6% |
