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

Top Buys

1
+$1.99M
2
+$857K
3
+$837K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$803K
5
AXDX
Accelerate Diagnostics
AXDX
+$658K

Top Sells

1
+$1.14M
2
+$736K
3
+$600K
4
IYE icon
iShares US Energy ETF
IYE
+$382K
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
426
– –
-20
427
– –
-150
428
– –
-300
429
– –
-311
430
– –
-140
431
– –
-395
432
– –
-200
433
– –
-577
434
– –
-1
435
– –
-50
436
– –
-1,011
437
– –
-2,264
438
– –
-40
439
– –
-4
440
– –
-180
441
– –
-118
442
– –
-500
443
– –
-1
444
– –
-386
445
– –
-9
446
– –
-1,495
447
– –
-3,600
448
– –
-21
449
– –
-800
450
– –
-95
16 17
18
19 20