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
$307M
AUM Growth
+$39.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
591
New
Increased
Reduced
Closed

Sector Composition

1 Technology 12.75%
2 Healthcare 3.71%
3 Consumer Discretionary 3.39%
4 Communication Services 1.86%
5 Financials 1.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
$0 ﹤0.01%
+10
577
0
578
$0 ﹤0.01%
20
579
-610
580
$0 ﹤0.01%
+1
581
$0 ﹤0.01%
+56
582
$0 ﹤0.01%
+1
583
$0 ﹤0.01%
+7
584
$0 ﹤0.01%
+40
585
$0 ﹤0.01%
+47
586
$0 ﹤0.01%
7
587
$0 ﹤0.01%
+73
588
$0 ﹤0.01%
5
589
0
590
$0 ﹤0.01%
54
591
$0 ﹤0.01%
5