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%
+201
202
$6K ﹤0.01%
+33
203
$6K ﹤0.01%
+35
204
$6K ﹤0.01%
+140
205
$6K ﹤0.01%
+350
206
$6K ﹤0.01%
+116
207
$6K ﹤0.01%
+115
208
$6K ﹤0.01%
+131
209
$6K ﹤0.01%
+243
210
$6K ﹤0.01%
+177
211
$6K ﹤0.01%
+84
212
$6K ﹤0.01%
+120
213
$6K ﹤0.01%
+73
214
$5K ﹤0.01%
+123
215
$5K ﹤0.01%
+46
216
$5K ﹤0.01%
+41
217
$5K ﹤0.01%
+99
218
$5K ﹤0.01%
+33
219
$5K ﹤0.01%
+175
220
$5K ﹤0.01%
+160
221
$5K ﹤0.01%
+131
222
$4K ﹤0.01%
+50
223
$4K ﹤0.01%
+290
224
$4K ﹤0.01%
+90
225
$4K ﹤0.01%
+63