IF

Ironwood Financial Portfolio holdings

AUM $564M
1-Year Est. Return 10.45%
This Quarter Est. Return
1 Year Est. Return
+10.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$446M
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$649K
2
+$589K
3
+$577K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$506K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$474K

Top Sells

1
+$2.99M
2
+$2.53M
3
+$2.48M
4
IBDP
iShares iBonds Dec 2024 Term Corporate ETF
IBDP
+$516K
5
ZBH icon
Zimmer Biomet
ZBH
+$367K

Sector Composition

1 Technology 12%
2 Healthcare 3.46%
3 Consumer Discretionary 2.52%
4 Communication Services 1.97%
5 Financials 1.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$901K 0.2%
10,881
-111
77
$873K 0.2%
3,541
-92
78
$851K 0.19%
30,747
-1,185
79
$843K 0.19%
4,157
-21
80
$838K 0.19%
36,058
-6,469
81
$838K 0.19%
3,614
82
$833K 0.19%
11,085
-106
83
$805K 0.18%
9,932
+1
84
$798K 0.18%
3,738
85
$791K 0.18%
41,172
-182
86
$782K 0.18%
6,330
-20
87
$754K 0.17%
10,233
+47
88
$748K 0.17%
15,588
+459
89
$734K 0.16%
1,467
+23
90
$721K 0.16%
15,882
-213
91
$718K 0.16%
29,064
-516
92
$703K 0.16%
5,680
+35
93
$689K 0.15%
4,293
-642
94
$657K 0.15%
4,957
95
$648K 0.15%
1,387
96
$644K 0.14%
9,507
+41
97
$634K 0.14%
4,488
98
$616K 0.14%
15,722
-38
99
$587K 0.13%
26,665
+3,081
100
$586K 0.13%
27,957
-4,623
2 3
4
5 6