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
$203M
AUM Growth
-$7.58M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
414
New
Increased
Reduced
Closed

Top Buys

1 +$886K
2 +$851K
3 +$850K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$801K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$736K

Sector Composition

1 Consumer Discretionary 1.39%
2 Technology 0.79%
3 Industrials 0.5%
4 Financials 0.28%
5 Healthcare 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$0 ﹤0.01%
3
402
$0 ﹤0.01%
23
403
$0 ﹤0.01%
250
404
$0 ﹤0.01%
100
405
$0 ﹤0.01%
92
406
$0 ﹤0.01%
100
407
$0 ﹤0.01%
3
-3
408
$0 ﹤0.01%
55
409
-300