IIC

Ironwood Investment Counsel Portfolio holdings

AUM $686M
1-Year Est. Return 14.62%
This Quarter Est. Return
1 Year Est. Return
+14.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$475M
AUM Growth
+$30.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
259
New
Increased
Reduced
Closed

Top Buys

1
+$6.38M
2
+$3.45M
3
+$2.99M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$2.13M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.09M

Top Sells

1
+$2.32M
2
+$2.22M
3
+$734K
4
COF icon
Capital One
COF
+$629K
5
AVGO icon
Broadcom
AVGO
+$582K

Sector Composition

1 Technology 24.17%
2 Financials 13.2%
3 Industrials 12.36%
4 Healthcare 9.92%
5 Consumer Staples 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
– –
-8,440
252
– –
-731
253
– –
-4,540
254
– –
-991
255
– –
-500
256
– –
-1,443
257
– –
-1,826
258
– –
-891
7 8 9 10
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