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
+$4.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
410
New
Increased
Reduced
Closed

Sector Composition

1 Technology 0.98%
2 Industrials 0.75%
3 Consumer Discretionary 0.5%
4 Healthcare 0.44%
5 Financials 0.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$21K 0.01%
250
202
$21K 0.01%
626
203
$21K 0.01%
140
204
$20K 0.01%
400
205
$20K 0.01%
1,400
206
$20K 0.01%
449
207
$20K 0.01%
390
208
$20K 0.01%
1,516
209
$19K 0.01%
762
210
$18K 0.01%
400
211
$18K 0.01%
84
212
$18K 0.01%
320
213
$18K 0.01%
576
214
$18K 0.01%
196
215
$17K 0.01%
61
216
$17K 0.01%
200
217
$17K 0.01%
125
218
$17K 0.01%
612
219
$17K 0.01%
100
220
$17K 0.01%
250
221
$17K 0.01%
250
222
$16K 0.01%
214
223
$16K 0.01%
58
224
$16K 0.01%
114
225
$16K 0.01%
288