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
101
$561K 0.13%
5,936
+279
102
$550K 0.12%
9,338
103
$544K 0.12%
15,138
-78
104
$517K 0.12%
1,979
105
$499K 0.11%
7,133
+3
106
$494K 0.11%
6,804
-530
107
$467K 0.1%
2,721
+6
108
$460K 0.1%
9,447
109
$443K 0.1%
2,434
110
$431K 0.1%
17,104
+8
111
$429K 0.1%
4,365
112
$428K 0.1%
13,569
+3
113
$425K 0.1%
1,136
-227
114
$424K 0.1%
9,498
-162
115
$400K 0.09%
9,621
-4,352
116
$377K 0.08%
1,139
117
$371K 0.08%
5,886
118
$364K 0.08%
9,270
119
$355K 0.08%
9,564
+54
120
$344K 0.08%
7,096
+30
121
$343K 0.08%
3,456
-1,025
122
$341K 0.08%
8,001
+3
123
$334K 0.07%
10,350
124
$327K 0.07%
12,302
125
$319K 0.07%
939
3 4
5
6 7