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
326
$4K ﹤0.01%
136
+55
327
$4K ﹤0.01%
32
328
$4K ﹤0.01%
+68
329
$4K ﹤0.01%
118
330
$4K ﹤0.01%
+45
331
$4K ﹤0.01%
110
332
$4K ﹤0.01%
+69
333
$4K ﹤0.01%
100
334
$4K ﹤0.01%
36
335
$4K ﹤0.01%
50
336
$4K ﹤0.01%
105
+40
337
$3K ﹤0.01%
+85
338
$3K ﹤0.01%
52
339
$3K ﹤0.01%
30
340
$3K ﹤0.01%
200
+100
341
$3K ﹤0.01%
120
342
$3K ﹤0.01%
+40
343
$3K ﹤0.01%
75
-105
344
$3K ﹤0.01%
40
345
$3K ﹤0.01%
100
346
$3K ﹤0.01%
120
347
$3K ﹤0.01%
26
348
$3K ﹤0.01%
23
349
$3K ﹤0.01%
47
350
$3K ﹤0.01%
15
12 13
14
15 16