IF

Ironwood Financial Portfolio holdings

AUM $590M
1-Year Est. Return 12.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$166M
AUM Growth
+$4.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
286
New
Increased
Reduced
Closed

Sector Composition

1 Industrials 1.06%
2 Consumer Discretionary 0.94%
3 Technology 0.57%
4 Healthcare 0.32%
5 Financials 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$0 ﹤0.01%
13
277
-195
278
-5,280
279
$0 ﹤0.01%
14
280
$0 ﹤0.01%
50
281
$0 ﹤0.01%
9
282
$0 ﹤0.01%
17
283
$0 ﹤0.01%
7
284
$0 ﹤0.01%
30
285
-13,516
286
$0 ﹤0.01%
27