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
101
$597K 0.13%
4,270
102
$587K 0.13%
1,314
103
$573K 0.12%
20,492
104
$560K 0.12%
14,227
105
$551K 0.12%
9,029
106
$544K 0.12%
14,748
107
$535K 0.11%
7,067
108
$530K 0.11%
8,762
109
$502K 0.11%
5,589
110
$493K 0.11%
2,893
111
$486K 0.1%
7,133
112
$484K 0.1%
3,535
113
$439K 0.09%
17,527
114
$435K 0.09%
3,854
115
$416K 0.09%
8,438
116
$393K 0.08%
5,975
117
$387K 0.08%
4,014
118
$381K 0.08%
23,385
119
$374K 0.08%
9,070
120
$366K 0.08%
1,113
121
$366K 0.08%
2,756
122
$361K 0.08%
8,259
123
$360K 0.08%
9,036
124
$360K 0.08%
9,520
125
$350K 0.08%
14,969
3 4
5
6 7