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
376
$2K ﹤0.01%
33
377
$2K ﹤0.01%
+10
378
$2K ﹤0.01%
386
379
$1K ﹤0.01%
+7
380
$1K ﹤0.01%
13
381
$1K ﹤0.01%
110
382
$1K ﹤0.01%
25
383
$1K ﹤0.01%
17
384
$1K ﹤0.01%
42
385
$1K ﹤0.01%
+100
386
$1K ﹤0.01%
+40
387
$1K ﹤0.01%
+10
388
$1K ﹤0.01%
+20
389
$1K ﹤0.01%
+85
390
$1K ﹤0.01%
+14
391
$1K ﹤0.01%
+50
392
$1K ﹤0.01%
50
393
$1K ﹤0.01%
+15
394
$1K ﹤0.01%
+30
395
$1K ﹤0.01%
+8
396
$1K ﹤0.01%
9
397
$1K ﹤0.01%
9
398
$1K ﹤0.01%
9
399
– –
-3
400
$0 ﹤0.01%
40
14 15
16
17 18