IF

Ironwood Financial Portfolio holdings

AUM $590M
1-Year Est. Return 12.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$162M
AUM Growth
+$6.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Sector Composition

1 Consumer Discretionary 1.22%
2 Industrials 1.04%
3 Technology 0.53%
4 Healthcare 0.31%
5 Financials 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$26K 0.02%
492
127
$25K 0.02%
330
128
$25K 0.02%
1
129
$24K 0.01%
707
130
$24K 0.01%
470
131
$24K 0.01%
1,753
132
$24K 0.01%
1,350
133
$23K 0.01%
379
+2
134
$23K 0.01%
95
135
$23K 0.01%
725
136
$23K 0.01%
702
137
$23K 0.01%
133
138
$22K 0.01%
576
139
$22K 0.01%
475
140
$21K 0.01%
725
141
$21K 0.01%
770
142
$21K 0.01%
127
143
$21K 0.01%
250
144
$21K 0.01%
65
145
$20K 0.01%
800
146
$20K 0.01%
103
147
$20K 0.01%
393
148
$19K 0.01%
390
149
$19K 0.01%
214
150
$19K 0.01%
400