IF
Ironwood Financial Portfolio holdings
AUM
$466M
1-Year Return
9.07%
This Quarter Return
+10.82%
1 Year Return
+9.07%
3 Year Return
+43.95%
5 Year Return
+66.55%
10 Year Return
–
AUM
$267M
AUM Growth
+$68.2M
(+34%)
Cap. Flow
+$53.5M
Cap. Flow
% of AUM
20.03%
Top 10 Holdings %
Top 10 Hldgs %
53.83%
Holding
516
New
61
Increased
111
Reduced
53
Closed
9
Top Buys
| 1 |
Apple
AAPL
|
$27M |
| 2 |
iShares Core S&P 500 ETF
IVV
|
$4.71M |
| 3 |
Amazon
AMZN
|
$3.92M |
| 4 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
$3.87M |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
$2.79M |
Top Sells
Sector Composition
| 1 | Technology | 13.3% |
| 2 | Healthcare | 3.63% |
| 3 | Consumer Discretionary | 2.98% |
| 4 | Communication Services | 1.73% |
| 5 | Industrials | 1.17% |
