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
1
$36.6M 19.78%
1,713,459
+691,332
2
$15.9M 8.59%
747,096
+14,200
3
$13.5M 7.27%
616,595
+50,700
4
$12.7M 6.85%
558,869
+10,409
5
$11.9M 6.42%
137,159
-206,392
6
$9.32M 5.03%
30,096
+3,663
7
$8.76M 4.73%
376,441
-104
8
$8.26M 4.46%
370,558
+11,201
9
$5.7M 3.08%
237,698
+2,012
10
$4.05M 2.19%
37,415
+34,016
11
$3.51M 1.89%
175,327
+175,082
12
$2.96M 1.6%
+51,762
13
$2.94M 1.59%
+48,914
14
$2.86M 1.54%
42,976
+42,836
15
$2.48M 1.34%
69,835
+1,670
16
$2.3M 1.24%
91,526
+86,431
17
$2.21M 1.19%
57,811
+27,065
18
$2.1M 1.13%
96,465
+19,637
19
$1.78M 0.96%
70,181
+61,636
20
$1.47M 0.79%
24,149
+1,341
21
$1.44M 0.78%
27,808
+18,528
22
$1.44M 0.78%
21,017
+599
23
$1.34M 0.73%
24,402
+24,092
24
$1.28M 0.69%
72,864
-1,293
25
$1.14M 0.62%
12,532
+944
1
2 3 4 5