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IIC

Ironwood Investment Counsel Portfolio holdings

AUM $694M
1-Year Est. Return 16.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$584M
AUM Growth
-$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
263
New
Increased
Reduced
Closed

Top Buys

1
+$3.08M
2
+$1.19M
3
+$471K
4
WDAY icon
Workday
WDAY
+$469K
5
QCOM icon
Qualcomm
QCOM
+$271K

Top Sells

1
+$2.55M
2
+$1.63M
3
+$1.26M
4
DG icon
Dollar General
DG
+$1.05M
5
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$532K

Sector Composition

1 Technology 26.55%
2 Financials 13.16%
3 Healthcare 8.44%
4 Consumer Staples 8.29%
5 Communication Services 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
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-4,750
252
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-3,254
253
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-2,000
254
– –
-1,872
255
– –
-1,556
256
– –
-4,500
257
– –
-998
258
– –
-6,198
259
– –
-6,955
260
– –
-1,469
261
– –
-920
262
– –
-260
7 8 9 10
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