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
$166M
AUM Growth
+$4.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Sector Composition

1 Industrials 1.06%
2 Consumer Discretionary 0.94%
3 Technology 0.57%
4 Healthcare 0.32%
5 Financials 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$1K ﹤0.01%
3
252
$1K ﹤0.01%
4
253
$1K ﹤0.01%
64
254
$1K ﹤0.01%
40
255
$1K ﹤0.01%
4
256
$0 ﹤0.01%
27
257
-320
258
$0 ﹤0.01%
7
259
$0 ﹤0.01%
1
260
$0 ﹤0.01%
16
261
$0 ﹤0.01%
1
262
-770
263
-32
264
-1,349
265
-500
266
0
267
-35
268
$0 ﹤0.01%
6
269
-1,835
270
$0 ﹤0.01%
1
271
-9,758
272
$0 ﹤0.01%
3
273
$0 ﹤0.01%
5
274
0
275
-144