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
126
$311K 0.07%
540
127
$309K 0.07%
1,872
128
$308K 0.07%
3,675
-91
129
$298K 0.07%
2,870
130
$296K 0.07%
3,405
131
$290K 0.07%
9,036
132
$282K 0.06%
11,082
133
$249K 0.06%
4,801
134
$247K 0.06%
1,355
-14
135
$247K 0.06%
489
-26
136
$245K 0.06%
4,476
-112
137
$236K 0.05%
+3,197
138
$234K 0.05%
14,650
+3,145
139
$229K 0.05%
1,947
140
$221K 0.05%
5,745
141
$220K 0.05%
+2,450
142
$216K 0.05%
+862
143
$212K 0.05%
2,473
144
$202K 0.05%
+7,614
145
$201K 0.05%
6,505
-37
146
$25.5K 0.01%
21,813
+2,000
147
– –
-2,777
148
– –
-3,647
149
– –
-11,505
150
– –
-1,300
3 4 5
6
7