IF

Ironwood Financial Portfolio holdings

AUM $590M
1-Year Est. Return 12.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+12.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$466M
AUM Growth
-$14.2K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$14.2K

Sector Composition

1 Technology 10.69%
2 Healthcare 3.24%
3 Consumer Discretionary 2.73%
4 Communication Services 1.55%
5 Financials 1.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$54.5M 11.68%
96,928
2
$38.2M 8.19%
171,906
3
$18.6M 3.98%
97,349
4
$17.7M 3.79%
302,884
5
$15.9M 3.4%
170,984
6
$11.4M 2.45%
109,294
7
$11.2M 2.39%
119,252
8
$10.8M 2.32%
466,126
9
$10.2M 2.19%
502,400
10
$10.1M 2.16%
515,237
11
$9.94M 2.13%
431,407
12
$9.4M 2.02%
482,691
13
$8.73M 1.87%
377,436
14
$8.38M 1.8%
30,489
15
$8.21M 1.76%
377,965
16
$8.07M 1.73%
390,308
17
$8.02M 1.72%
357,792
18
$7.27M 1.56%
88,993
19
$6.36M 1.36%
52,153
20
$6.02M 1.29%
31,649
21
$6.01M 1.29%
34,676
22
$5.79M 1.24%
22,522
23
$5.48M 1.18%
56,267
24
$4.97M 1.06%
41,474
25
$4.87M 1.04%
49,215
1
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