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
501
$0 ﹤0.01%
+5
502
$0 ﹤0.01%
2
503
-2
504
-2
505
$0 ﹤0.01%
8
506
-4
507
-2
508
-1
509
$0 ﹤0.01%
1
-23
510
-3
511
-1
512
-1
513
-1
514
-24
515
-13
516
-1,000
517
-6
518
-1
519
$0 ﹤0.01%
6
-2
520
-38
521
-1
522
$0 ﹤0.01%
+1,740
523
-4
524
$0 ﹤0.01%
+1,500
525
$0 ﹤0.01%
3