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
$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%
125
377
$7K ﹤0.01%
126
378
$7K ﹤0.01%
27
379
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+67
380
$7K ﹤0.01%
5
381
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3
382
$7K ﹤0.01%
40
383
$7K ﹤0.01%
32
384
$7K ﹤0.01%
+4
385
$7K ﹤0.01%
15
386
$7K ﹤0.01%
110
387
$7K ﹤0.01%
81
388
$7K ﹤0.01%
45
389
$7K ﹤0.01%
100
390
$7K ﹤0.01%
53
391
$7K ﹤0.01%
112
392
$6K ﹤0.01%
+100
393
$6K ﹤0.01%
145
-425
394
$6K ﹤0.01%
85
+24
395
$6K ﹤0.01%
220
396
$6K ﹤0.01%
60
397
$6K ﹤0.01%
159
398
$6K ﹤0.01%
53
399
$6K ﹤0.01%
177
400
$6K ﹤0.01%
58