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
$438M
AUM Growth
+$47.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$1.69M
2
+$1.52M
3
+$854K
4
FNDA icon
Schwab Fundamental US Small Company Index ETF
FNDA
+$849K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$784K

Top Sells

1
+$2.79M
2
+$657K
3
+$383K
4
MSFT icon
Microsoft
MSFT
+$351K
5
XYZ
Block Inc
XYZ
+$342K

Sector Composition

1 Technology 23.2%
2 Financials 13.97%
3 Healthcare 11.62%
4 Consumer Staples 10.23%
5 Industrials 9.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.36M 0.54%
7,020
+23
52
$2.34M 0.53%
13,949
+6
53
$2.34M 0.53%
35,190
-190
54
$2.12M 0.48%
44,022
-42
55
$2.11M 0.48%
40,554
-215
56
$1.97M 0.45%
32,224
-511
57
$1.97M 0.45%
37,675
58
$1.95M 0.44%
11,170
59
$1.9M 0.43%
102,107
-1,391
60
$1.87M 0.43%
36,349
-430
61
$1.86M 0.43%
10,850
-75
62
$1.86M 0.42%
25,341
+965
63
$1.81M 0.41%
19,474
-125
64
$1.8M 0.41%
26,774
+699
65
$1.69M 0.39%
+16,329
66
$1.54M 0.35%
13,157
-182
67
$1.53M 0.35%
17,896
+87
68
$1.52M 0.35%
+9,292
69
$1.52M 0.35%
77,730
-2,421
70
$1.44M 0.33%
6,915
+396
71
$1.42M 0.32%
69,241
-10,522
72
$1.42M 0.32%
28,157
+12,235
73
$1.35M 0.31%
2,847
+253
74
$1.32M 0.3%
27,432
+2,232
75
$1.31M 0.3%
9,690
-39
1 2
3
4 5