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
$333M
AUM Growth
+$26.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
606
New
Increased
Reduced
Closed

Sector Composition

1 Technology 12.61%
2 Healthcare 3.61%
3 Consumer Discretionary 3.39%
4 Communication Services 1.94%
5 Financials 1.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$7K ﹤0.01%
15
402
$7K ﹤0.01%
110
403
$7K ﹤0.01%
28
404
$7K ﹤0.01%
360
405
$7K ﹤0.01%
100
406
$7K ﹤0.01%
50
407
$7K ﹤0.01%
125
408
$7K ﹤0.01%
50
409
$7K ﹤0.01%
45
410
$6K ﹤0.01%
145
411
$6K ﹤0.01%
60
412
$6K ﹤0.01%
159
413
$6K ﹤0.01%
+150
414
$6K ﹤0.01%
177
415
$6K ﹤0.01%
58
416
$6K ﹤0.01%
35
417
$6K ﹤0.01%
45
418
$6K ﹤0.01%
116
419
$6K ﹤0.01%
100
420
$6K ﹤0.01%
+52
421
$6K ﹤0.01%
74
+24
422
$6K ﹤0.01%
100
423
$6K ﹤0.01%
112
+32
424
$6K ﹤0.01%
113
425
$6K ﹤0.01%
36