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
1
$56.5M 12.67%
103,242
+574
2
$41.6M 9.33%
197,520
-14,215
3
$18.8M 4.21%
103,184
+218
4
$16.6M 3.73%
284,287
+8,643
5
$15.9M 3.56%
171,474
-280
6
$11.6M 2.6%
131,250
+1,236
7
$10.9M 2.44%
102,190
+2,705
8
$9.55M 2.14%
416,655
+11,882
9
$9.42M 2.11%
408,602
+17,471
10
$8.83M 1.98%
431,929
+13,451
11
$8.8M 1.97%
457,799
+19,621
12
$8.52M 1.91%
426,991
+20,972
13
$8.28M 1.86%
431,737
+17,981
14
$7.45M 1.67%
95,111
-1,220
15
$7.21M 1.62%
26,947
+1,771
16
$6.19M 1.39%
273,190
+28,646
17
$6.12M 1.37%
31,648
+4
18
$6.02M 1.35%
283,287
+27,144
19
$5.97M 1.34%
50,288
+2,005
20
$5.92M 1.33%
60,904
-1,057
21
$5.88M 1.32%
258,948
-109,261
22
$5.66M 1.27%
12,658
+38
23
$5.22M 1.17%
45,985
-424
24
$5.17M 1.16%
53,307
+2,624
25
$5.07M 1.14%
229,542
+26,665
1
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