IF

Ironwood Financial Portfolio holdings

AUM $590M
1-Year Est. Return 12.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.43%
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 Buys

1
+$14.8M
2
+$3.68M
3
+$3.5M
4
EUSA icon
iShares MSCI USA Equal Weighted ETF
EUSA
+$2.96M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$2.94M

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%
+147
277
$7K ﹤0.01%
47
278
$7K ﹤0.01%
90
279
$7K ﹤0.01%
267
280
$7K ﹤0.01%
+297
281
$7K ﹤0.01%
53
282
$7K ﹤0.01%
125
283
$7K ﹤0.01%
57
284
$7K ﹤0.01%
150
285
$7K ﹤0.01%
110
-409
286
$6K ﹤0.01%
+27
287
$6K ﹤0.01%
5
288
$6K ﹤0.01%
25
289
$6K ﹤0.01%
156
290
$6K ﹤0.01%
+81
291
$6K ﹤0.01%
50
292
$6K ﹤0.01%
+250
293
$6K ﹤0.01%
177
294
$6K ﹤0.01%
112
295
$6K ﹤0.01%
+32
296
$6K ﹤0.01%
95
297
$6K ﹤0.01%
+354
298
$6K ﹤0.01%
128
+1
299
$6K ﹤0.01%
+32
300
$5K ﹤0.01%
406
+100
10 11
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