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
$350M
AUM Growth
-$5.72M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$7.36M
2
+$813K
3
+$732K
4
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$652K
5
AMZN icon
Amazon
AMZN
+$639K

Top Sells

1
+$3.38M
2
+$604K
3
+$530K
4
CDK
CDK Global, Inc.
CDK
+$471K
5
PG icon
Procter & Gamble
PG
+$410K

Sector Composition

1 Technology 22.44%
2 Financials 14.28%
3 Healthcare 12.88%
4 Consumer Staples 10.52%
5 Industrials 9.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.18M 0.62%
19,449
+354
52
$2.16M 0.62%
42,995
+16,174
53
$2.16M 0.62%
20,632
+1,351
54
$2.14M 0.61%
14,872
-29
55
$2.13M 0.61%
9,415
+95
56
$1.95M 0.56%
25,400
-970
57
$1.93M 0.55%
17,042
+2,545
58
$1.87M 0.53%
32,695
+5,593
59
$1.8M 0.52%
28,612
+1,010
60
$1.78M 0.51%
40,160
+2,460
61
$1.75M 0.5%
46,081
-658
62
$1.74M 0.5%
40,269
+696
63
$1.74M 0.5%
12,775
+75
64
$1.63M 0.46%
10,155
-2,371
65
$1.5M 0.43%
27,341
+1,767
66
$1.48M 0.42%
6,621
+238
67
$1.45M 0.42%
10,762
+66
68
$1.43M 0.41%
92,987
+69
69
$1.36M 0.39%
10,625
-300
70
$1.36M 0.39%
18,613
-200
71
$1.35M 0.39%
2,672
+592
72
$1.22M 0.35%
8,436
+539
73
$1.22M 0.35%
3,412
-559
74
$1.21M 0.35%
21,652
-803
75
$1.21M 0.35%
6,739
-296
1 2
3
4 5