IF
Ironwood Financial Portfolio holdings
AUM
$466M
This Quarter Return
+1.98%
1 Year Return
+9.07%
3 Year Return
+43.95%
5 Year Return
+66.55%
10 Year Return
–
AUM
$208M
AUM Growth
+$208M
(+14%)
Cap. Flow
+$23.5M
Cap. Flow
% of AUM
11.3%
Top 10 Holdings %
Top 10 Hldgs %
53.24%
Holding
544
New
58
Increased
61
Reduced
69
Closed
197
Top Buys
Top Sells
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
526
TJX Companies
TJX
$155B
| – | – |
-8
| Closed | -$1K |
|
527
Trinity Industries
TRN
$2.26B
| – | – |
-2
| Closed | – |
|
528
Tractor Supply
TSCO
$32.1B
| – | – |
-4
| Closed | – |
|
529
Tyson Foods
TSN
$20B
| – | – |
-4
| Closed | – |
|
530
Trane Technologies
TT
$90.2B
| – | – |
-5
| Closed | – |
|
531
Texas Instruments
TXN
$177B
| – | – |
-11
| Closed | -$1K |
|
532
UnitedHealth
UNH
$277B
| – | – |
-6
| Closed | -$1K |
|
533
Urban Outfitters
URBN
$6.06B
| – | – |
-1
| Closed | – |
|
534
Visa
V
$676B
| – | – |
-5
| Closed | -$1K |
|
535
Vodafone
VOD
$28.2B
| – | – |
-5
| Closed | – |
|