IF

Ironwood Financial Portfolio holdings

AUM $573M
1-Year Est. Return 13.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.51%
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
351
$3K ﹤0.01%
116
352
$3K ﹤0.01%
+85
353
$2K ﹤0.01%
133
354
$2K ﹤0.01%
36
355
$2K ﹤0.01%
+45
356
$2K ﹤0.01%
+80
357
$2K ﹤0.01%
+33
358
$2K ﹤0.01%
33
359
$2K ﹤0.01%
31
360
$2K ﹤0.01%
40
361
$2K ﹤0.01%
50
362
$2K ﹤0.01%
100
363
$2K ﹤0.01%
+46
364
$2K ﹤0.01%
+34
365
$2K ﹤0.01%
75
366
$2K ﹤0.01%
+53
367
$2K ﹤0.01%
52
368
$2K ﹤0.01%
+30
369
$2K ﹤0.01%
16
+1
370
$2K ﹤0.01%
+35
371
$2K ﹤0.01%
65
372
$2K ﹤0.01%
+50
373
$2K ﹤0.01%
+87
374
$2K ﹤0.01%
100
-165
375
$2K ﹤0.01%
186
13 14
15
16 17