IF

Ironwood Financial Portfolio holdings

AUM $590M
1-Year Est. Return 12.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$466M
AUM Growth
-$14.2K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$14.2K

Sector Composition

1 Technology 10.69%
2 Healthcare 3.24%
3 Consumer Discretionary 2.73%
4 Communication Services 1.55%
5 Financials 1.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.8M 1.03%
35,711
27
$4.74M 1.02%
12,637
28
$4.33M 0.93%
5,248
29
$4.24M 0.91%
53,785
30
$4.16M 0.89%
81,886
31
$4.12M 0.88%
8,795
32
$3.82M 0.82%
157,954
33
$3.78M 0.81%
15,400
34
$3.64M 0.78%
3,845
35
$3.5M 0.75%
139,021
36
$3.45M 0.74%
29,719
37
$3.42M 0.73%
164,739
38
$3.3M 0.71%
11,882
39
$3.13M 0.67%
20,259
40
$2.96M 0.63%
18,918
41
$2.81M 0.6%
5,023
42
$2.8M 0.6%
25,758
43
$2.69M 0.58%
106,579
44
$2.67M 0.57%
110,620
45
$2.66M 0.57%
4,336
46
$2.63M 0.56%
10,577
47
$2.56M 0.55%
30,768
48
$2.43M 0.52%
131,354
49
$2.15M 0.46%
35,366
50
$2.08M 0.45%
17,195
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