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
$182M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
486
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 1.29%
2 Industrials 0.6%
3 Technology 0.4%
4 Healthcare 0.36%
5 Financials 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$0 ﹤0.01%
+2
477
$0 ﹤0.01%
+1
478
$0 ﹤0.01%
+1
479
$0 ﹤0.01%
+35
480
$0 ﹤0.01%
+2
481
$0 ﹤0.01%
+1
482
$0 ﹤0.01%
+1
483
$0 ﹤0.01%
+4
484
$0 ﹤0.01%
+3