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
101
$59K 0.03%
1,069
102
$56K 0.03%
610
+50
103
$56K 0.03%
549
+68
104
$55K 0.03%
186
105
$55K 0.03%
456
+76
106
$54K 0.03%
800
107
$53K 0.03%
1,024
+224
108
$50K 0.03%
966
109
$50K 0.03%
3,600
110
$49K 0.03%
548
+83
111
$47K 0.03%
260
112
$47K 0.03%
340
113
$47K 0.03%
400
114
$44K 0.02%
1,585
115
$43K 0.02%
358
-98
116
$43K 0.02%
2,927
117
$43K 0.02%
262
118
$43K 0.02%
732
119
$42K 0.02%
1,041
+198
120
$41K 0.02%
1,058
+121
121
$40K 0.02%
3,000
122
$38K 0.02%
1,373
123
$37K 0.02%
943
+104
124
$36K 0.02%
320
125
$36K 0.02%
312
+155
3 4
5
6 7