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
76
$106K 0.06%
1,244
77
$98K 0.05%
1,380
78
$96K 0.05%
7,536
79
$95K 0.05%
+4,000
80
$91K 0.05%
2,396
81
$89K 0.05%
1,531
82
$83K 0.04%
440
83
$83K 0.04%
13
-15
84
$82K 0.04%
329
85
$80K 0.04%
592
+50
86
$77K 0.04%
254
-1
87
$73K 0.04%
389
-244
88
$72K 0.04%
425
89
$71K 0.04%
365
+30
90
$70K 0.04%
1,612
91
$70K 0.04%
488
+58
92
$70K 0.04%
1,014
-85
93
$70K 0.04%
250
-44
94
$68K 0.04%
1,327
95
$67K 0.04%
2,147
96
$67K 0.04%
2,611
-198
97
$65K 0.04%
982
98
$63K 0.03%
446
+75
99
$61K 0.03%
1,224
+24
100
$59K 0.03%
259
2 3
4
5 6