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
76
$908K 0.19%
45,886
77
$855K 0.18%
5,325
78
$842K 0.18%
33,236
79
$836K 0.18%
38,821
80
$834K 0.18%
7,695
81
$826K 0.18%
11,018
82
$820K 0.18%
9,638
83
$815K 0.17%
26,263
84
$814K 0.17%
10,748
85
$798K 0.17%
9,087
86
$797K 0.17%
15,597
87
$796K 0.17%
3,760
88
$770K 0.17%
28,954
89
$767K 0.16%
9,802
90
$763K 0.16%
4,851
91
$762K 0.16%
3,025
92
$736K 0.16%
15,131
93
$733K 0.16%
3,676
94
$686K 0.15%
2,805
95
$675K 0.14%
14,450
96
$657K 0.14%
3,494
97
$651K 0.14%
1,266
98
$631K 0.14%
1,872
99
$610K 0.13%
24,410
100
$609K 0.13%
2,907
2 3
4
5 6