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
$365M
AUM Growth
+$23.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
613
New
Increased
Reduced
Closed

Top Buys

1
+$2.06M
2
+$883K
3
+$841K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$834K
5
AXDX
Accelerate Diagnostics
AXDX
+$617K

Top Sells

1
+$1.14M
2
+$737K
3
+$600K
4
IYE icon
iShares US Energy ETF
IYE
+$374K
5
IBDM
iShares iBonds Dec 2021 Term Corporate ETF
IBDM
+$258K

Sector Composition

1 Technology 14.4%
2 Healthcare 3.66%
3 Consumer Discretionary 3.4%
4 Communication Services 2.16%
5 Financials 1.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
– –
-200
402
– –
-3,481
403
– –
-1,288
404
– –
-91
405
– –
-504
406
– –
-554
407
– –
-255
408
– –
-119
409
– –
-325
410
– –
-57
411
– –
-140
412
– –
-1,680
413
– –
-350
414
– –
-297
415
– –
-1,612
416
– –
-600
417
– –
-150
418
– –
-102
419
– –
-570
420
– –
-273
421
– –
-21
422
– –
-112
423
– –
-162
424
– –
-1,804
425
– –
-257
15 16
17
18 19