IF
Ironwood Financial Portfolio holdings
AUM
$564M
1-Year Est. Return
10.45%
1 Year Est. Return
+10.45%
AUM
$466M
AUM Growth
-$14.2K
(-0%)
Holding
160
Top Buys
No buys this quarter
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 | |
|---|---|---|---|---|---|---|
151
Dimensional US Core Equity 2 ETF
DFAC
$38.2B
| $214K | 0.05% |
6,472
|
|
||
152
Schwab Emerging Markets Equity ETF
SCHE
$11.5B
| $212K | 0.05% |
7,699
|
|
||
153
Omega Healthcare
OHI
$12.9B
| $210K | 0.05% |
5,523
|
|
||
|
WNS
154
DELISTED
WNS Holdings
WNS
| $209K | 0.04% |
3,393
|
|
||
155
Choice Hotels
CHH
$4.56B
| $202K | 0.04% |
1,520
|
|
||
156
Exxon Mobil
XOM
$494B
| $200K | 0.04% |
1,685
|
|
||
|
GMRE
157
Global Medical REIT
GMRE
$434M
| $131K | 0.03% |
3,000
|
|
||
|
PBT
158
Permian Basin Royalty Trust
PBT
$904M
| $122K | 0.03% |
12,300
|
|
||
|
FSCO
159
FS Credit Opportunities Corp
FSCO
$1.28B
| $106K | 0.02% |
15,000
|
|
||
|
AXDX
160
DELISTED
Accelerate Diagnostics
AXDX
| – | – |
-20,313
|
|