IF

Ironwood Financial Portfolio holdings

AUM $590M
1-Year Est. Return 12.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$208M
AUM Growth
+$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
544
New
Increased
Reduced
Closed

Sector Composition

1 Consumer Discretionary 1.4%
2 Technology 0.95%
3 Industrials 0.53%
4 Healthcare 0.33%
5 Financials 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$5K ﹤0.01%
177
252
$5K ﹤0.01%
+195
253
$5K ﹤0.01%
+50
254
$5K ﹤0.01%
131
255
$5K ﹤0.01%
+61
256
$5K ﹤0.01%
+69
257
$5K ﹤0.01%
+50
258
$4K ﹤0.01%
79
259
$4K ﹤0.01%
61
260
$4K ﹤0.01%
160
261
$4K ﹤0.01%
98
262
$4K ﹤0.01%
120
263
$4K ﹤0.01%
125
264
$4K ﹤0.01%
101
265
$4K ﹤0.01%
63
266
$4K ﹤0.01%
+100
267
$4K ﹤0.01%
50
268
$4K ﹤0.01%
+412
269
$3K ﹤0.01%
133
270
$3K ﹤0.01%
110
271
$3K ﹤0.01%
128
272
$3K ﹤0.01%
75
273
$3K ﹤0.01%
35
274
$3K ﹤0.01%
75
275
$3K ﹤0.01%
100