IF

Ironwood Financial Portfolio holdings

AUM $590M
1-Year Est. Return 12.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.44%
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
+$14.7M
2
+$3.61M
3
+$3.43M
4
EUSA icon
iShares MSCI USA Equal Weighted ETF
EUSA
+$2.78M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$2.74M

Top Sells

1
+$17.9M
2
+$468K
3
+$308K
4
TTOO
T2 Biosystems, Inc
TTOO
+$63.7K
5
TSLA icon
Tesla
TSLA
+$51.1K

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%
201
+25
302
$5K ﹤0.01%
+53
303
$5K ﹤0.01%
58
304
$5K ﹤0.01%
29
305
$5K ﹤0.01%
3
306
$5K ﹤0.01%
+63
307
$5K ﹤0.01%
406
+100
308
$5K ﹤0.01%
+40
309
$5K ﹤0.01%
60
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%
110
315
$5K ﹤0.01%
+126
316
$5K ﹤0.01%
+82
317
$5K ﹤0.01%
194
-2
318
$5K ﹤0.01%
+78
319
$5K ﹤0.01%
69
320
$5K ﹤0.01%
384
321
$5K ﹤0.01%
+45
322
$4K ﹤0.01%
+45
323
$4K ﹤0.01%
110
324
$4K ﹤0.01%
24
-24
325
$4K ﹤0.01%
136
+55
11 12
13
14 15