IF

Ironwood Financial Portfolio holdings

AUM $573M
1-Year Est. Return 13.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.51%
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
+$14.7M
2
+$3.61M
3
+$3.43M
4
EUSA icon
iShares MSCI USA Equal Weighted ETF
EUSA
+$2.78M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$2.74M

Top Sells

1
+$17.9M
2
+$468K
3
+$308K
4
TTOO
T2 Biosystems, Inc
TTOO
+$63.7K
5
TSLA icon
Tesla
TSLA
+$51.1K

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
176
$21K 0.01%
190
177
$21K 0.01%
666
178
$21K 0.01%
126
179
$21K 0.01%
+350
180
$20K 0.01%
2,211
+200
181
$20K 0.01%
1,509
182
$19K 0.01%
600
183
$19K 0.01%
1,753
184
$19K 0.01%
481
-2
185
$19K 0.01%
461
186
$19K 0.01%
125
187
$19K 0.01%
1,400
188
$19K 0.01%
633
189
$18K 0.01%
200
190
$18K 0.01%
333
191
$18K 0.01%
5,778
-918
192
$18K 0.01%
99
-16
193
$18K 0.01%
380
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194
$18K 0.01%
61
195
$18K 0.01%
1,086
196
$18K 0.01%
110
197
$18K 0.01%
600
198
$17K 0.01%
+231
199
$17K 0.01%
+98
200
$17K 0.01%
180
6 7
8
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