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 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
301
$5K ﹤0.01%
29
302
$5K ﹤0.01%
3
303
$5K ﹤0.01%
+63
304
$5K ﹤0.01%
+40
305
$5K ﹤0.01%
60
306
$5K ﹤0.01%
159
307
$5K ﹤0.01%
201
+25
308
$5K ﹤0.01%
+53
309
$5K ﹤0.01%
58
310
$5K ﹤0.01%
60
+2
311
$5K ﹤0.01%
+308
312
$5K ﹤0.01%
36
313
$5K ﹤0.01%
15
314
$5K ﹤0.01%
384
315
$5K ﹤0.01%
+45
316
$5K ﹤0.01%
110
317
$5K ﹤0.01%
+126
318
$5K ﹤0.01%
+82
319
$5K ﹤0.01%
194
-2
320
$5K ﹤0.01%
+78
321
$5K ﹤0.01%
69
322
$4K ﹤0.01%
73
323
$4K ﹤0.01%
33
324
$4K ﹤0.01%
24
-24
325
$4K ﹤0.01%
+61
11 12
13
14 15