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
$188M
AUM Growth
+$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
384
New
Increased
Reduced
Closed

Sector Composition

1 Consumer Discretionary 1.1%
2 Industrials 0.99%
3 Financials 0.96%
4 Technology 0.82%
5 Healthcare 0.51%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$8K ﹤0.01%
275
277
$8K ﹤0.01%
180
-500
278
$7K ﹤0.01%
75
279
$7K ﹤0.01%
400
280
$7K ﹤0.01%
115
281
$7K ﹤0.01%
282
282
$7K ﹤0.01%
1,500
283
$7K ﹤0.01%
20
284
$7K ﹤0.01%
134
285
$7K ﹤0.01%
260
286
$7K ﹤0.01%
+25
287
$7K ﹤0.01%
396
288
$7K ﹤0.01%
120
289
$6K ﹤0.01%
50
290
$6K ﹤0.01%
320
291
$6K ﹤0.01%
342
292
$6K ﹤0.01%
90
293
$6K ﹤0.01%
128
294
$6K ﹤0.01%
180
295
$6K ﹤0.01%
177
296
$6K ﹤0.01%
130
297
$6K ﹤0.01%
100
298
$6K ﹤0.01%
150
+100
299
$5K ﹤0.01%
200
300
$5K ﹤0.01%
36