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
151
$27K 0.01%
109
+100
152
$26K 0.01%
707
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$26K 0.01%
933
154
$26K 0.01%
453
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$26K 0.01%
152
156
$26K 0.01%
272
+38
157
$26K 0.01%
292
+92
158
$26K 0.01%
725
159
$26K 0.01%
252
-256
160
$26K 0.01%
131
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$26K 0.01%
478
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162
$26K 0.01%
454
163
$25K 0.01%
58
164
$25K 0.01%
150
165
$25K 0.01%
185
166
$24K 0.01%
125
167
$24K 0.01%
103
168
$24K 0.01%
671
169
$23K 0.01%
70
170
$23K 0.01%
250
171
$23K 0.01%
250
172
$22K 0.01%
633
173
$22K 0.01%
190
174
$21K 0.01%
+350
175
$21K 0.01%
126
5 6
7
8 9