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
$208M
AUM Growth
+$4.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
410
New
Increased
Reduced
Closed

Sector Composition

1 Technology 0.98%
2 Industrials 0.75%
3 Consumer Discretionary 0.5%
4 Healthcare 0.44%
5 Financials 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$8K ﹤0.01%
245
277
$8K ﹤0.01%
1,600
278
$8K ﹤0.01%
115
279
$8K ﹤0.01%
267
280
$8K ﹤0.01%
265
281
$8K ﹤0.01%
75
282
$8K ﹤0.01%
307
283
$8K ﹤0.01%
320
284
$8K ﹤0.01%
+175
285
$8K ﹤0.01%
84
286
$7K ﹤0.01%
+150
287
$7K ﹤0.01%
120
288
$7K ﹤0.01%
385
289
$7K ﹤0.01%
25
290
$7K ﹤0.01%
260
291
$7K ﹤0.01%
130
292
$7K ﹤0.01%
134
293
$7K ﹤0.01%
180
294
$7K ﹤0.01%
176
295
$7K ﹤0.01%
52
296
$7K ﹤0.01%
58
297
$7K ﹤0.01%
384
298
$7K ﹤0.01%
1,500
299
$7K ﹤0.01%
400
300
$7K ﹤0.01%
110