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
126
$350K 0.08%
939
127
$342K 0.07%
4,250
128
$340K 0.07%
1,181
129
$316K 0.07%
3,197
130
$303K 0.07%
3,405
131
$293K 0.06%
540
132
$293K 0.06%
835
133
$288K 0.06%
6,293
134
$283K 0.06%
13,441
135
$282K 0.06%
489
136
$272K 0.06%
2,758
137
$270K 0.06%
8,794
138
$270K 0.06%
1,800
139
$264K 0.06%
5,155
140
$262K 0.06%
5,314
141
$257K 0.06%
992
142
$255K 0.05%
4,386
143
$246K 0.05%
4,825
144
$246K 0.05%
7,948
145
$246K 0.05%
2,552
146
$241K 0.05%
911
147
$236K 0.05%
8,752
148
$233K 0.05%
4,474
149
$225K 0.05%
3,141
150
$220K 0.05%
5,399
3 4 5
6
7