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
$466M
AUM Growth
-$14.2K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$14.2K

Sector Composition

1 Technology 10.69%
2 Healthcare 3.24%
3 Consumer Discretionary 2.73%
4 Communication Services 1.55%
5 Financials 1.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.08M 0.45%
34,757
52
$2.03M 0.44%
5,486
53
$1.92M 0.41%
88,704
54
$1.78M 0.38%
6,873
55
$1.77M 0.38%
5,691
56
$1.77M 0.38%
67,463
57
$1.73M 0.37%
7,426
58
$1.68M 0.36%
12,669
59
$1.67M 0.36%
4,551
60
$1.64M 0.35%
9,907
61
$1.57M 0.34%
12,632
62
$1.54M 0.33%
66,160
63
$1.54M 0.33%
4,253
64
$1.53M 0.33%
30,670
65
$1.51M 0.32%
68,586
66
$1.51M 0.32%
4,844
67
$1.49M 0.32%
64,272
68
$1.48M 0.32%
5,804
69
$1.43M 0.31%
6,441
70
$1.34M 0.29%
80,552
71
$1.21M 0.26%
54,159
72
$1.21M 0.26%
6,985
73
$1.13M 0.24%
48,071
74
$1.03M 0.22%
20,568
75
$978K 0.21%
11,215
1 2
3
4 5