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
$208M
AUM Growth
+$4.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
410
New
Increased
Reduced
Closed

Sector Composition

1 Technology 0.98%
2 Industrials 0.75%
3 Consumer Discretionary 0.5%
4 Healthcare 0.44%
5 Financials 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$4K ﹤0.01%
90
327
$4K ﹤0.01%
173
328
$4K ﹤0.01%
200
329
$3K ﹤0.01%
25
330
$3K ﹤0.01%
30
331
$3K ﹤0.01%
204
332
$3K ﹤0.01%
116
333
$3K ﹤0.01%
33
334
$3K ﹤0.01%
52
335
$3K ﹤0.01%
30
336
$3K ﹤0.01%
73
337
$3K ﹤0.01%
375
338
$3K ﹤0.01%
66
339
$3K ﹤0.01%
+34
340
$3K ﹤0.01%
15
341
$2K ﹤0.01%
75
342
$2K ﹤0.01%
20
343
$2K ﹤0.01%
50
344
$2K ﹤0.01%
100
+11
345
$2K ﹤0.01%
47
346
$2K ﹤0.01%
15
347
$2K ﹤0.01%
172
348
$2K ﹤0.01%
34
349
$2K ﹤0.01%
24
350
$2K ﹤0.01%
186