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
$171M
AUM Growth
-$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$737K
3
+$473K
4
COST icon
Costco
COST
+$442K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$278K

Top Sells

1
+$1.65M
2
+$1.6M
3
+$1.58M
4
DE icon
Deere & Co
DE
+$1.41M
5
WMT icon
Walmart Inc
WMT
+$1.37M

Sector Composition

1 Consumer Staples 17.99%
2 Technology 15.52%
3 Healthcare 14.18%
4 Financials 13.4%
5 Energy 13.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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143
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