IF
Ironwood Financial Portfolio holdings
AUM
$466M
1-Year Return
9.07%
This Quarter Return
+1.06%
1 Year Return
+9.07%
3 Year Return
+43.95%
5 Year Return
+66.55%
10 Year Return
–
AUM
$134M
AUM Growth
+$4.68M
(+3.6%)
Cap. Flow
+$3.61M
Cap. Flow
% of AUM
2.69%
Top 10 Holdings %
Top 10 Hldgs %
68.82%
Holding
310
New
9
Increased
31
Reduced
49
Closed
15
Top Buys
Top Sells
Sector Composition
| 1 | Consumer Discretionary | 1.46% |
| 2 | Industrials | 0.85% |
| 3 | Technology | 0.4% |
| 4 | Healthcare | 0.3% |
| 5 | Financials | 0.3% |