IF

Ironwood Financial Portfolio holdings

AUM $590M
1-Year Est. Return 12.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$342M
AUM Growth
+$8.49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
619
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$836K
3
+$830K
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$817K
5
IVE icon
iShares S&P 500 Value ETF
IVE
+$780K

Top Sells

1
+$1.68M
2
+$1.13M
3
+$577K
4
XEL icon
Xcel Energy
XEL
+$149K
5
PEJ icon
Invesco Leisure and Entertainment ETF
PEJ
+$92.8K

Sector Composition

1 Technology 12.84%
2 Healthcare 3.61%
3 Consumer Discretionary 3.37%
4 Communication Services 2.28%
5 Financials 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$22K 0.01%
3,452
277
$21K 0.01%
1,400
278
$21K 0.01%
340
279
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350
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281
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143
282
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283
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284
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285
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275
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4
287
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288
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320
289
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290
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291
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292
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297
293
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294
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450
295
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311
296
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297
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130
300
$16K ﹤0.01%
275
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