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
426
$0 ﹤0.01%
+15
427
$0 ﹤0.01%
3
-100
428
$0 ﹤0.01%
+11
429
$0 ﹤0.01%
+10
430
$0 ﹤0.01%
+30
431
– –
-163
432
$0 ﹤0.01%
32
433
$0 ﹤0.01%
+7
434
– –
-15
435
$0 ﹤0.01%
39
436
– –
0
437
$0 ﹤0.01%
+3
438
$0 ﹤0.01%
5
439
$0 ﹤0.01%
+5
440
– –
-9
441
$0 ﹤0.01%
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