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
$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 ﹤0.01%
7
277
$0 ﹤0.01%
17
278
$0 ﹤0.01%
9
279
$0 ﹤0.01%
50
280
$0 ﹤0.01%
14
281
$0 ﹤0.01%
13
282
-36
283
$0 ﹤0.01%
27
284
$0 ﹤0.01%
13
285
-6
286
0
287
$0 ﹤0.01%
5
288
$0 ﹤0.01%
+3