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
$208M
AUM Growth
+$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
544
New
Increased
Reduced
Closed

Sector Composition

1 Consumer Discretionary 1.4%
2 Technology 0.95%
3 Industrials 0.53%
4 Healthcare 0.33%
5 Financials 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
$0 ﹤0.01%
7
-5
452
-1
453
-1
454
-1
455
-8
456
-3
457
-4
458
-2
459
-2
460
$0 ﹤0.01%
5
461
-165
462
-1
463
-13
464
$0 ﹤0.01%
13
465
-3
466
-11
467
-1
468
$0 ﹤0.01%
14
469
-9
470
-11
471
-4
472
-1
473
-1
474
-2
475
-9