IF

Ironwood Financial Portfolio holdings

AUM $573M
1-Year Est. Return 13.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.51%
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
501
– –
-481
502
– –
-52
503
– –
-447
504
– –
-1,375
505
– –
-73
506
– –
-771
507
– –
-2,878
508
– –
-2,813
509
– –
-955
510
– –
-60
511
– –
-229
512
– –
-3
513
– –
-1,371
514
– –
-27
515
– –
-89
516
– –
-3,452
517
– –
-96
518
– –
-5
519
– –
-350
520
– –
-1,612
521
– –
-21
522
– –
-800
523
– –
-95
524
– –
-30
525
– –
-300
19 20
21
22 23