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
126
$36K 0.02%
930
+135
127
$35K 0.02%
150
128
$35K 0.02%
760
+160
129
$35K 0.02%
226
130
$35K 0.02%
504
131
$34K 0.02%
481
132
$33K 0.02%
334
+38
133
$33K 0.02%
343
134
$33K 0.02%
258
+58
135
$32K 0.02%
190
136
$31K 0.02%
146
-210
137
$31K 0.02%
415
138
$31K 0.02%
1,250
139
$30K 0.02%
129
+26
140
$30K 0.02%
705
141
$30K 0.02%
412
+4
142
$30K 0.02%
2,150
143
$29K 0.02%
2,320
+623
144
$29K 0.02%
566
145
$29K 0.02%
1,718
146
$29K 0.02%
145
147
$28K 0.02%
+158
148
$28K 0.02%
600
149
$28K 0.02%
570
150
$28K 0.02%
98
4 5
6
7 8