IIC

Ironwood Investment Counsel Portfolio holdings

AUM $647M
1-Year Est. Return 14.67%
This Quarter Est. Return
1 Year Est. Return
+14.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$440M
AUM Growth
+$70.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
211
New
Increased
Reduced
Closed

Top Buys

1
+$2.86M
2
+$2M
3
+$1.66M
4
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$1.03M
5
TSLA icon
Tesla
TSLA
+$818K

Top Sells

1
+$716K
2
+$495K
3
+$455K
4
GE icon
GE Aerospace
GE
+$408K
5
FDX icon
FedEx
FDX
+$274K

Sector Composition

1 Technology 20.48%
2 Financials 16.04%
3 Consumer Staples 14.43%
4 Industrials 11.71%
5 Healthcare 11.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.74M 0.62%
7,266
+115
52
$2.59M 0.59%
27,764
+1,034
53
$2.58M 0.59%
14,660
+2,485
54
$2.44M 0.55%
41,521
+1,278
55
$2.43M 0.55%
16,000
56
$2.41M 0.55%
11,931
+1,536
57
$2.33M 0.53%
107,510
+3,028
58
$2.33M 0.53%
46,142
-1,053
59
$2.2M 0.5%
13,736
+586
60
$2.19M 0.5%
17,270
+1,583
61
$1.9M 0.43%
12,471
+423
62
$1.79M 0.41%
7,635
+3,480
63
$1.78M 0.41%
95,650
-3,995
64
$1.68M 0.38%
24,181
-1,337
65
$1.6M 0.36%
29,815
+1,103
66
$1.56M 0.35%
8,823
+301
67
$1.52M 0.35%
16,142
+2,380
68
$1.52M 0.34%
69,118
-4,522
69
$1.5M 0.34%
37,675
70
$1.48M 0.34%
6,752
+319
71
$1.44M 0.33%
13,422
+2,666
72
$1.41M 0.32%
22,661
+1,988
73
$1.4M 0.32%
23,872
+2,888
74
$1.4M 0.32%
9,929
-997
75
$1.37M 0.31%
33,348
-6,243
1 2
3
4 5