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
201
$11K 0.01%
230
-10
202
$11K 0.01%
+334
203
$11K 0.01%
+261
204
$11K 0.01%
+65
205
$11K 0.01%
245
206
$10K ﹤0.01%
229
207
$10K ﹤0.01%
458
208
$10K ﹤0.01%
84
-3
209
$10K ﹤0.01%
250
210
$10K ﹤0.01%
231
-20,382
211
$9K ﹤0.01%
63
212
$9K ﹤0.01%
188
213
$9K ﹤0.01%
+200
214
$8K ﹤0.01%
+200
215
$8K ﹤0.01%
176
216
$8K ﹤0.01%
856
+53
217
$8K ﹤0.01%
1,150
218
$7K ﹤0.01%
180
219
$7K ﹤0.01%
73
220
$7K ﹤0.01%
130
221
$7K ﹤0.01%
130
222
$7K ﹤0.01%
+192
223
$7K ﹤0.01%
130
224
$7K ﹤0.01%
+59
225
$7K ﹤0.01%
100