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
$182M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
486
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 1.29%
2 Industrials 0.6%
3 Technology 0.4%
4 Healthcare 0.36%
5 Financials 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$1K ﹤0.01%
+9
277
$1K ﹤0.01%
+4
278
$1K ﹤0.01%
+50
279
$1K ﹤0.01%
+9
280
$1K ﹤0.01%
+16
281
$1K ﹤0.01%
+11
282
$1K ﹤0.01%
+6
283
$1K ﹤0.01%
+20
284
$1K ﹤0.01%
+7
285
0
286
$1K ﹤0.01%
+9
287
$1K ﹤0.01%
+24
288
$1K ﹤0.01%
+250
289
$1K ﹤0.01%
+100
290
$1K ﹤0.01%
+377
291
$1K ﹤0.01%
+40
292
$1K ﹤0.01%
+6
293
$1K ﹤0.01%
+55
294
$0 ﹤0.01%
+7
295
$0 ﹤0.01%
+9
296
$0 ﹤0.01%
+2
297
$0 ﹤0.01%
+1
298
$0 ﹤0.01%
+1
299
$0 ﹤0.01%
+15
300
$0 ﹤0.01%
+1