IF
Ironwood Financial Portfolio holdings
AUM
$466M
1-Year Return
9.07%
This Quarter Return
+4.39%
1 Year Return
+9.07%
3 Year Return
+43.95%
5 Year Return
+66.55%
10 Year Return
–
AUM
$218M
AUM Growth
+$9.84M
(+4.7%)
Cap. Flow
+$977K
Cap. Flow
% of AUM
0.45%
Top 10 Holdings %
Top 10 Hldgs %
70.28%
Holding
407
New
4
Increased
35
Reduced
53
Closed
13
Top Buys
Top Sells
| 1 |
Schwab US Broad Market ETF
SCHB
|
+$889K |
| 2 |
Schwab Short-Term US Treasury ETF
SCHO
|
+$711K |
| 3 |
iShares Core S&P 500 ETF
IVV
|
+$601K |
| 4 |
Invesco QQQ Trust
QQQ
|
+$257K |
| 5 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$190K |
Sector Composition
| 1 | Technology | 1.07% |
| 2 | Industrials | 0.8% |
| 3 | Consumer Discretionary | 0.54% |
| 4 | Healthcare | 0.46% |
| 5 | Financials | 0.3% |
