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
126
$555K 0.13%
8,396
-190
127
$548K 0.12%
3,011
+68
128
$532K 0.12%
2,487
-25
129
$531K 0.12%
11,650
+1,084
130
$526K 0.12%
6,704
+215
131
$522K 0.12%
1,665
+72
132
$516K 0.12%
12,175
+500
133
$508K 0.12%
2,185
+150
134
$494K 0.11%
+7,222
135
$469K 0.11%
26,074
-822
136
$462K 0.1%
3,496
137
$457K 0.1%
2,150
+185
138
$456K 0.1%
4,900
139
$455K 0.1%
2,775
+347
140
$454K 0.1%
3,674
+1
141
$453K 0.1%
7,109
+9
142
$450K 0.1%
23,017
+3,200
143
$444K 0.1%
+4,238
144
$432K 0.1%
5,199
+66
145
$427K 0.1%
18,904
+1,595
146
$426K 0.1%
4,367
-587
147
$423K 0.1%
1,990
+222
148
$414K 0.09%
2,150
149
$404K 0.09%
3,452
150
$400K 0.09%
4,354
+183
4 5
6
7 8