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
$156M
AUM Growth
+$4.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Sells

1 +$347K
2 +$271K
3 +$94.1K
4
HRTX icon
Heron Therapeutics
HRTX
+$82.8K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$80.7K

Sector Composition

1 Consumer Discretionary 1.11%
2 Industrials 0.99%
3 Technology 0.53%
4 Healthcare 0.31%
5 Financials 0.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$6K ﹤0.01%
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202
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$6K ﹤0.01%
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209
$5K ﹤0.01%
147
-2
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$5K ﹤0.01%
177
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$5K ﹤0.01%
55
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$5K ﹤0.01%
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69
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+202
216
$4K ﹤0.01%
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$4K ﹤0.01%
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$4K ﹤0.01%
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$4K ﹤0.01%
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$4K ﹤0.01%
75
222
$4K ﹤0.01%
36
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$4K ﹤0.01%
40
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$4K ﹤0.01%
8
225
$3K ﹤0.01%
52