IF
Ironwood Financial Portfolio holdings
AUM
$466M
1-Year Return
9.07%
This Quarter Return
+3.18%
1 Year Return
+9.07%
3 Year Return
+43.95%
5 Year Return
+66.55%
10 Year Return
–
AUM
$446M
AUM Growth
+$11.1M
(+2.5%)
Cap. Flow
-$560K
Cap. Flow
% of AUM
-0.13%
Top 10 Holdings %
Top 10 Hldgs %
44.77%
Holding
155
New
4
Increased
62
Reduced
43
Closed
7
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 12% |
| 2 | Healthcare | 3.46% |
| 3 | Consumer Discretionary | 2.52% |
| 4 | Communication Services | 1.97% |
| 5 | Financials | 1.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
151
Simpson Manufacturing
SSD
$8.13B
| – | – |
-1,000
| Closed | -$205K |
|
152
Travelers Companies
TRV
$61.7B
| – | – |
-938
| Closed | -$216K |
|
153
Zimmer Biomet
ZBH
$20.8B
| – | – |
-2,777
| Closed | -$367K |
|