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
$185M
AUM Growth
+$39.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
441
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$3.68M
3
+$3.5M
4
EUSA icon
iShares MSCI USA Equal Weighted ETF
EUSA
+$2.96M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$2.94M

Top Sells

1
+$17.9M
2
+$468K
3
+$307K
4
TTOO
T2 Biosystems, Inc
TTOO
+$95.8K
5
TSLA icon
Tesla
TSLA
+$67.8K

Sector Composition

1 Technology 1.27%
2 Real Estate 0.62%
3 Healthcare 0.52%
4 Industrials 0.48%
5 Consumer Discretionary 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$13K 0.01%
388
227
$13K 0.01%
450
228
$13K 0.01%
165
229
$13K 0.01%
130
230
$12K 0.01%
247
231
$12K 0.01%
140
232
$12K 0.01%
63
233
$12K 0.01%
90
+27
234
$11K 0.01%
150
235
$11K 0.01%
273
236
$11K 0.01%
192
237
$11K 0.01%
+114
238
$11K 0.01%
57
239
$11K 0.01%
326
240
$11K 0.01%
242
+218
241
$10K 0.01%
200
-200
242
$10K 0.01%
829
243
$10K 0.01%
200
244
$10K 0.01%
250
245
$10K 0.01%
140
246
$10K 0.01%
424
247
$10K 0.01%
+195
248
$10K 0.01%
200
249
$10K 0.01%
+100
250
$9K ﹤0.01%
500
8 9
10
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