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
26
$1.09M 0.59%
27,810
+26,370
27
$1.05M 0.57%
4,245
-107
28
$1.04M 0.56%
11,484
+11,409
29
$1.02M 0.55%
12,640
+12,367
30
$952K 0.51%
+35,391
31
$940K 0.51%
+32,248
32
$937K 0.51%
35,389
-785
33
$878K 0.47%
53,720
-620
34
$835K 0.45%
24,116
-167
35
$734K 0.4%
49,352
-452
36
$713K 0.39%
30,821
+26,048
37
$707K 0.38%
14,848
-95
38
$689K 0.37%
55,788
-1,434
39
$681K 0.37%
5,330
+5,240
40
$629K 0.34%
24,382
-11,918
41
$614K 0.33%
4,295
+19
42
$574K 0.31%
38,990
43
$519K 0.28%
+8,429
44
$470K 0.25%
20,632
+544
45
$418K 0.23%
18,810
+24
46
$348K 0.19%
1,130
47
$345K 0.19%
15,669
+6,944
48
$332K 0.18%
+10,468
49
$271K 0.15%
3,907
+214
50
$271K 0.15%
1,656
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