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
$162M
AUM Growth
+$6.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
288
New
Increased
Reduced
Closed

Sector Composition

1 Consumer Discretionary 1.22%
2 Industrials 1.04%
3 Technology 0.53%
4 Healthcare 0.31%
5 Financials 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$7K ﹤0.01%
166
202
$6K ﹤0.01%
100
203
$6K ﹤0.01%
177
204
$6K ﹤0.01%
110
-13
205
$6K ﹤0.01%
128
206
$6K ﹤0.01%
115
207
$6K ﹤0.01%
41
208
$6K ﹤0.01%
100
209
$6K ﹤0.01%
320
210
$5K ﹤0.01%
55
211
$5K ﹤0.01%
90
212
$5K ﹤0.01%
400
213
$5K ﹤0.01%
36
214
$5K ﹤0.01%
3
215
$5K ﹤0.01%
144
-3
216
$5K ﹤0.01%
73
217
$5K ﹤0.01%
249
218
$5K ﹤0.01%
282
219
$5K ﹤0.01%
69
220
$4K ﹤0.01%
98
221
$4K ﹤0.01%
195
222
$4K ﹤0.01%
120
223
$4K ﹤0.01%
22
224
$4K ﹤0.01%
100
225
$4K ﹤0.01%
75