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
+$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
544
New
Increased
Reduced
Closed

Sector Composition

1 Consumer Discretionary 1.4%
2 Technology 0.95%
3 Industrials 0.53%
4 Healthcare 0.33%
5 Financials 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
-400
377
-9
378
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379
-3
380
0
381
-1
382
$0 ﹤0.01%
3
-1,969
383
-5
384
-6
385
-5
386
-1
387
$0 ﹤0.01%
4
388
-1
389
-2
390
-1
391
-5
392
-5
393
-5
394
-28
395
-20
396
-1
397
-2
398
-243
399
-2
400
-1