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
$185M
AUM Growth
+$39.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
441
New
Increased
Reduced
Closed

Top Sells

1 +$17.9M
2 +$468K
3 +$307K
4
TTOO
T2 Biosystems, Inc
TTOO
+$95.8K
5
TSLA icon
Tesla
TSLA
+$67.8K

Sector Composition

1 Technology 1.27%
2 Real Estate 0.62%
3 Healthcare 0.52%
4 Industrials 0.48%
5 Consumer Discretionary 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$7K ﹤0.01%
125
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57
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150
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267
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+297
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$7K ﹤0.01%
53
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$6K ﹤0.01%
+27
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$6K ﹤0.01%
5
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128
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$6K ﹤0.01%
+32
297
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$6K ﹤0.01%
50
299
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+250
300
$5K ﹤0.01%
406
+100