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
151
$214K 0.05%
6,472
152
$212K 0.05%
7,699
153
$210K 0.05%
5,523
154
$209K 0.04%
3,393
155
$202K 0.04%
1,520
156
$200K 0.04%
1,685
157
$131K 0.03%
3,000
158
$122K 0.03%
12,300
159
$106K 0.02%
15,000
160
– –
-20,313
3 4 5 6
7