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

Top Sells

1 +$17.9M
2 +$468K
3 +$308K
4
TTOO
T2 Biosystems, Inc
TTOO
+$63.7K
5
TSLA icon
Tesla
TSLA
+$51.1K

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
251
$9K ﹤0.01%
96
252
$9K ﹤0.01%
160
253
$9K ﹤0.01%
130
+100
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115
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171
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75
257
$9K ﹤0.01%
239
+73
258
$9K ﹤0.01%
269
259
$8K ﹤0.01%
1,165
260
$8K ﹤0.01%
373
261
$8K ﹤0.01%
275
262
$8K ﹤0.01%
+23
263
$8K ﹤0.01%
458
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$8K ﹤0.01%
+86
266
$8K ﹤0.01%
155
+118
267
$8K ﹤0.01%
229
268
$8K ﹤0.01%
350
269
$8K ﹤0.01%
115
270
$7K ﹤0.01%
125
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$7K ﹤0.01%
57
272
$7K ﹤0.01%
150
273
$7K ﹤0.01%
110
-409
274
$7K ﹤0.01%
474
275
$7K ﹤0.01%
+170