IF

Ironwood Financial Portfolio holdings

AUM $564M
1-Year Est. Return 10.45%
This Quarter Est. Return
1 Year Est. Return
+10.45%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$182M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
486
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 1.29%
2 Industrials 0.6%
3 Technology 0.4%
4 Healthcare 0.36%
5 Financials 0.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$6K ﹤0.01%
+90
202
$6K ﹤0.01%
+14
203
$6K ﹤0.01%
+73
204
$6K ﹤0.01%
+120
205
$6K ﹤0.01%
+84
206
$6K ﹤0.01%
+177
207
$6K ﹤0.01%
+243
208
$6K ﹤0.01%
+131
209
$6K ﹤0.01%
+115
210
$6K ﹤0.01%
+116
211
$6K ﹤0.01%
+350
212
$6K ﹤0.01%
+140
213
$6K ﹤0.01%
+35
214
$5K ﹤0.01%
+131
215
$5K ﹤0.01%
+160
216
$5K ﹤0.01%
+175
217
$5K ﹤0.01%
+33
218
$5K ﹤0.01%
+99
219
$5K ﹤0.01%
+41
220
$5K ﹤0.01%
+46
221
$5K ﹤0.01%
+123
222
$4K ﹤0.01%
+61
223
$4K ﹤0.01%
+80
224
$4K ﹤0.01%
+120
225
$4K ﹤0.01%
+125