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
$185M
AUM Growth
+$39.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
441
New
Increased
Reduced
Closed

Top Buys

1
+$14.8M
2
+$3.68M
3
+$3.5M
4
EUSA icon
iShares MSCI USA Equal Weighted ETF
EUSA
+$2.96M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$2.94M

Top Sells

1
+$17.9M
2
+$468K
3
+$307K
4
TTOO
T2 Biosystems, Inc
TTOO
+$95.8K
5
TSLA icon
Tesla
TSLA
+$67.8K

Sector Composition

1 Technology 1.27%
2 Real Estate 0.62%
3 Healthcare 0.52%
4 Industrials 0.48%
5 Consumer Discretionary 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$17K 0.01%
+98
202
$17K 0.01%
180
203
$17K 0.01%
200
204
$17K 0.01%
155
205
$16K 0.01%
250
206
$16K 0.01%
373
+125
207
$16K 0.01%
612
208
$16K 0.01%
100
209
$16K 0.01%
85
210
$16K 0.01%
250
211
$16K 0.01%
114
212
$16K 0.01%
35
+4
213
$16K 0.01%
523
214
$15K 0.01%
250
215
$15K 0.01%
84
216
$15K 0.01%
576
217
$15K 0.01%
350
218
$15K 0.01%
400
219
$15K 0.01%
200
220
$14K 0.01%
+2,000
221
$14K 0.01%
1,000
222
$14K 0.01%
195
-945
223
$14K 0.01%
94
224
$14K 0.01%
320
225
$13K 0.01%
894
-1
7 8
9
10 11