IIC

Ironwood Investment Counsel Portfolio holdings

AUM $716M
1-Year Est. Return 17.64%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.64%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$445M
AUM Growth
+$24.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$3M
2
+$1.84M
3
+$1.47M
4
MDT icon
Medtronic
MDT
+$1.04M
5
CVS icon
CVS Health
CVS
+$781K

Top Sells

1
+$3.43M
2
+$2.75M
3
+$1.26M
4
FNDA icon
Schwab Fundamental US Small Company Index ETF
FNDA
+$895K
5
CTAS icon
Cintas
CTAS
+$728K

Sector Composition

1 Technology 26.72%
2 Financials 13.67%
3 Healthcare 12.03%
4 Consumer Staples 9.38%
5 Industrials 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-10,000
227
– –
-4,216
228
– –
-38,493
6 7 8 9
10