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
$311M
AUM Growth
-$43M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
130
New
Increased
Reduced
Closed

Top Buys

1
+$2.87M
2
+$2.58M
3
+$1.32M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$989K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$676K

Top Sells

1
+$3.18M
2
+$1.91M
3
+$546K
4
GSK icon
GSK
GSK
+$501K
5
BSCM
Invesco BulletShares 2022 Corporate Bond ETF
BSCM
+$411K

Sector Composition

1 Technology 12.98%
2 Healthcare 3.96%
3 Consumer Discretionary 2.6%
4 Communication Services 1.92%
5 Financials 1.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
– –
-3,092
127
– –
-9,312
128
– –
-9,541
129
– –
-9,204
130
– –
-1,618
2 3 4 5
6