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
$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
376
$2K ﹤0.01%
186
377
$2K ﹤0.01%
+10
378
$2K ﹤0.01%
386
379
$1K ﹤0.01%
110
380
$1K ﹤0.01%
25
381
$1K ﹤0.01%
17
382
$1K ﹤0.01%
42
383
$1K ﹤0.01%
+100
384
$1K ﹤0.01%
+40
385
$1K ﹤0.01%
50
386
$1K ﹤0.01%
+15
387
$1K ﹤0.01%
+30
388
$1K ﹤0.01%
+8
389
$1K ﹤0.01%
9
390
$1K ﹤0.01%
9
391
$1K ﹤0.01%
9
392
$1K ﹤0.01%
+7
393
$1K ﹤0.01%
13
394
$1K ﹤0.01%
+50
395
$1K ﹤0.01%
+10
396
$1K ﹤0.01%
+20
397
$1K ﹤0.01%
+85
398
$1K ﹤0.01%
+14
399
$0 ﹤0.01%
+5
400
– –
-9
14 15
16
17 18