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
$579M
AUM Growth
-$5.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
255
New
Increased
Reduced
Closed

Top Buys

1
+$7.59M
2
+$1.93M
3
+$1.53M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.2M
5
AMZN icon
Amazon
AMZN
+$1.1M

Top Sells

1
+$2.14M
2
+$1.4M
3
+$1.15M
4
TER icon
Teradyne
TER
+$1.14M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.11M

Sector Composition

1 Technology 24.45%
2 Financials 13.53%
3 Healthcare 9.25%
4 Consumer Staples 8.69%
5 Communication Services 7.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
– –
-5,025
252
– –
-4,700
253
– –
-8,000
254
– –
-14,665
7 8 9 10
11