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
$162M
AUM Growth
+$6.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Sector Composition

1 Consumer Discretionary 1.22%
2 Industrials 1.04%
3 Technology 0.53%
4 Healthcare 0.31%
5 Financials 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
0
277
$0 ﹤0.01%
4
278
$0 ﹤0.01%
7
279
$0 ﹤0.01%
30
280
$0 ﹤0.01%
35
281
$0 ﹤0.01%
6
282
$0 ﹤0.01%
1
283
-761
284
-5,555
285
$0 ﹤0.01%
27
286
$0 ﹤0.01%
+3
287
$0 ﹤0.01%
5
288
$0 ﹤0.01%
1