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
$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
151
$19K 0.01%
500
152
$18K 0.01%
110
153
$18K 0.01%
269
154
$17K 0.01%
376
155
$16K 0.01%
200
156
$16K 0.01%
196
-46
157
$15K 0.01%
105
158
$15K 0.01%
404
159
$15K 0.01%
1,000
160
$15K 0.01%
500
161
$14K 0.01%
175
162
$14K 0.01%
423
163
$14K 0.01%
1,236
164
$13K 0.01%
254
165
$12K 0.01%
230
166
$12K 0.01%
500
167
$12K 0.01%
829
168
$12K 0.01%
300
169
$12K 0.01%
229
170
$12K 0.01%
84
171
$11K 0.01%
250
172
$11K 0.01%
250
173
$11K 0.01%
154
-350
174
$11K 0.01%
188
175
$11K 0.01%
63