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
76
$1.36M 0.31%
26,228
+592
77
$1.35M 0.31%
5,533
+865
78
$1.33M 0.3%
30,430
+2,210
79
$1.28M 0.29%
8,166
80
$1.27M 0.29%
23,236
+2,823
81
$1.25M 0.28%
4,593
+213
82
$1.23M 0.28%
2,403
83
$1.23M 0.28%
14,535
+657
84
$1.2M 0.27%
20,536
+3,474
85
$1.19M 0.27%
22,111
-7,578
86
$1.19M 0.27%
11,375
-150
87
$1.13M 0.26%
37,341
-2,491
88
$1.11M 0.25%
73,668
+2,835
89
$1.04M 0.24%
26,239
-444
90
$1.04M 0.24%
2,785
-133
91
$1.02M 0.23%
12,824
92
$1.01M 0.23%
4,963
-49
93
$924K 0.21%
37,862
-4,906
94
$918K 0.21%
10,400
-80
95
$910K 0.21%
3,175
96
$902K 0.2%
3,109
-50
97
$889K 0.2%
17,677
-3,699
98
$875K 0.2%
3,204
+200
99
$869K 0.2%
10,682
+5,515
100
$840K 0.19%
3,316
-29
2 3
4
5 6