IIC

Ironwood Investment Counsel Portfolio holdings

AUM $716M
1-Year Est. Return 17.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$151M
AUM Growth
-$3.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$290K
2
+$290K
3
+$170K
4
SYY icon
Sysco
SYY
+$95.4K
5
INTC icon
Intel
INTC
+$91.6K

Top Sells

1
+$1.58M
2
+$945K
3
+$808K
4
AAPL icon
Apple
AAPL
+$366K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$328K

Sector Composition

1 Consumer Staples 15.94%
2 Financials 14.99%
3 Healthcare 14.32%
4 Energy 12.47%
5 Technology 12.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$210K 0.14%
4,475
-280
102
$204K 0.13%
3,259
-192
103
$179K 0.12%
30,000
104
$64K 0.04%
10,000
105
– –
-14,976
106
– –
-4,600
1 2 3 4
5