IF

Ironwood Financial Portfolio holdings

AUM $590M
1-Year Est. Return 12.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$208M
AUM Growth
+$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
544
New
Increased
Reduced
Closed

Sector Composition

1 Consumer Discretionary 1.4%
2 Technology 0.95%
3 Industrials 0.53%
4 Healthcare 0.33%
5 Financials 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$16K 0.01%
1,410
+1,120
177
$15K 0.01%
409
178
$15K 0.01%
10
179
$15K 0.01%
193
180
$15K 0.01%
303
+173
181
$15K 0.01%
118
-4
182
$15K 0.01%
376
183
$15K 0.01%
200
184
$15K 0.01%
+1,000
185
$15K 0.01%
100
186
$15K 0.01%
175
187
$14K 0.01%
103
188
$14K 0.01%
351
189
$14K 0.01%
600
190
$14K 0.01%
165
-1
191
$13K 0.01%
214
-7
192
$13K 0.01%
+269
193
$13K 0.01%
44
194
$12K 0.01%
+500
195
$12K 0.01%
636
196
$12K 0.01%
225
197
$12K 0.01%
618
198
$12K 0.01%
110
-6
199
$12K 0.01%
500
200
$11K 0.01%
79