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 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
251
$9K ﹤0.01%
96
252
$9K ﹤0.01%
160
253
$9K ﹤0.01%
130
+100
254
$9K ﹤0.01%
115
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171
256
$9K ﹤0.01%
75
257
$9K ﹤0.01%
239
+73
258
$9K ﹤0.01%
269
259
$8K ﹤0.01%
+86
260
$8K ﹤0.01%
1,165
261
$8K ﹤0.01%
156
262
$8K ﹤0.01%
275
263
$8K ﹤0.01%
+23
264
$8K ﹤0.01%
458
265
$8K ﹤0.01%
155
+118
266
$8K ﹤0.01%
229
267
$8K ﹤0.01%
350
268
$8K ﹤0.01%
115
269
$8K ﹤0.01%
175
270
$7K ﹤0.01%
474
271
$7K ﹤0.01%
+170
272
$7K ﹤0.01%
124
273
$7K ﹤0.01%
385
274
$7K ﹤0.01%
396
275
$7K ﹤0.01%
+87