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
$307M
AUM Growth
+$39.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
591
New
Increased
Reduced
Closed

Sector Composition

1 Technology 12.75%
2 Healthcare 3.71%
3 Consumer Discretionary 3.39%
4 Communication Services 1.86%
5 Financials 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$7K ﹤0.01%
+67
377
$7K ﹤0.01%
5
378
$7K ﹤0.01%
3
379
$7K ﹤0.01%
40
380
$7K ﹤0.01%
112
381
$7K ﹤0.01%
32
382
$7K ﹤0.01%
15
383
$7K ﹤0.01%
110
384
$7K ﹤0.01%
81
385
$7K ﹤0.01%
45
386
$7K ﹤0.01%
100
387
$7K ﹤0.01%
105
388
$7K ﹤0.01%
109
389
$7K ﹤0.01%
125
390
$7K ﹤0.01%
126
391
$7K ﹤0.01%
53
392
$6K ﹤0.01%
145
-425
393
$6K ﹤0.01%
85
+24
394
$6K ﹤0.01%
220
395
$6K ﹤0.01%
60
396
$6K ﹤0.01%
159
397
$6K ﹤0.01%
53
398
$6K ﹤0.01%
177
399
$6K ﹤0.01%
58
400
$6K ﹤0.01%
57