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
$129M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 1.97%
2 Industrials 0.81%
3 Technology 0.51%
4 Financials 0.31%
5 Healthcare 0.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$1K ﹤0.01%
+15
277
$1K ﹤0.01%
+41
278
$1K ﹤0.01%
+36
279
$1K ﹤0.01%
+50
280
$0 ﹤0.01%
+55
281
$0 ﹤0.01%
+3
282
$0 ﹤0.01%
+377
283
$0 ﹤0.01%
+92
284
$0 ﹤0.01%
+290
285
$0 ﹤0.01%
+120
286
$0 ﹤0.01%
+1
287
$0 ﹤0.01%
+35
288
$0 ﹤0.01%
+30
289
$0 ﹤0.01%
+7
290
$0 ﹤0.01%
+2
291
$0 ﹤0.01%
+4
292
0
293
$0 ﹤0.01%
+1
294
$0 ﹤0.01%
+1
295
$0 ﹤0.01%
+7
296
$0 ﹤0.01%
+9
297
$0 ﹤0.01%
+14
298
$0 ﹤0.01%
+13
299
$0 ﹤0.01%
+33
300
$0 ﹤0.01%
+13