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
351
$3K ﹤0.01%
+46
352
$3K ﹤0.01%
116
353
$2K ﹤0.01%
+50
354
$2K ﹤0.01%
40
355
$2K ﹤0.01%
50
356
$2K ﹤0.01%
133
357
$2K ﹤0.01%
36
358
$2K ﹤0.01%
100
359
$2K ﹤0.01%
+45
360
$2K ﹤0.01%
+46
361
$2K ﹤0.01%
+34
362
$2K ﹤0.01%
75
363
$2K ﹤0.01%
+53
364
$2K ﹤0.01%
52
365
$2K ﹤0.01%
+30
366
$2K ﹤0.01%
16
+1
367
$2K ﹤0.01%
+35
368
$2K ﹤0.01%
65
369
$2K ﹤0.01%
+87
370
$2K ﹤0.01%
100
-165
371
$2K ﹤0.01%
307
372
$2K ﹤0.01%
186
373
$2K ﹤0.01%
+45
374
$2K ﹤0.01%
+80
375
$2K ﹤0.01%
+33
13 14
15
16 17