IF

Ironwood Financial Portfolio holdings

AUM $564M
1-Year Est. Return 10.45%
This Quarter Est. Return
1 Year Est. Return
+10.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$185M
AUM Growth
+$39.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
441
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$3.68M
3
+$3.5M
4
EUSA icon
iShares MSCI USA Equal Weighted ETF
EUSA
+$2.96M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$2.94M

Top Sells

1
+$17.9M
2
+$468K
3
+$307K
4
TTOO
T2 Biosystems, Inc
TTOO
+$95.8K
5
TSLA icon
Tesla
TSLA
+$67.8K

Sector Composition

1 Technology 1.27%
2 Real Estate 0.62%
3 Healthcare 0.52%
4 Industrials 0.48%
5 Consumer Discretionary 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$232K 0.13%
1,141
+64
52
$211K 0.11%
1,448
53
$207K 0.11%
1,239
+170
54
$191K 0.1%
4,114
+156
55
$191K 0.1%
3,570
+2
56
$187K 0.1%
3,393
57
$183K 0.1%
4,680
+10
58
$182K 0.1%
7,167
+501
59
$174K 0.09%
1,260
-160
60
$169K 0.09%
939
61
$166K 0.09%
2,768
+123
62
$165K 0.09%
7,018
+412
63
$164K 0.09%
3,568
64
$157K 0.08%
532
+518
65
$141K 0.08%
2,255
66
$132K 0.07%
2,389
+112
67
$131K 0.07%
907
68
$129K 0.07%
1,820
69
$129K 0.07%
10,500
-156
70
$126K 0.07%
1,270
71
$125K 0.07%
200
72
$123K 0.07%
785
+46
73
$112K 0.06%
1,970
+45
74
$107K 0.06%
2,116
+1,485
75
$107K 0.06%
530
1 2
3
4 5