IF

Ironwood Financial Portfolio holdings

AUM $590M
1-Year Est. Return 12.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.43%
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%
+386
277
$1K ﹤0.01%
+71
278
$1K ﹤0.01%
+40
279
$1K ﹤0.01%
+34
280
$0 ﹤0.01%
+5
281
$0 ﹤0.01%
+13
282
$0 ﹤0.01%
+33
283
$0 ﹤0.01%
+13
284
$0 ﹤0.01%
+14
285
$0 ﹤0.01%
+9
286
$0 ﹤0.01%
+7
287
$0 ﹤0.01%
+1
288
$0 ﹤0.01%
+1
289
0
290
$0 ﹤0.01%
+4
291
$0 ﹤0.01%
+2
292
$0 ﹤0.01%
+7
293
$0 ﹤0.01%
+30
294
$0 ﹤0.01%
+35
295
$0 ﹤0.01%
+1
296
$0 ﹤0.01%
+120
297
$0 ﹤0.01%
+290
298
$0 ﹤0.01%
+92
299
$0 ﹤0.01%
+377
300
$0 ﹤0.01%
+3