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
151
$400K 0.09%
5,500
-42
152
$396K 0.09%
3,336
153
$392K 0.09%
1,708
-8
154
$378K 0.09%
2,461
+153
155
$378K 0.09%
17,679
-1,455
156
$374K 0.09%
2,600
157
$353K 0.08%
2,986
-94
158
$353K 0.08%
2,767
+449
159
$348K 0.08%
1,778
+66
160
$348K 0.08%
+7,483
161
$345K 0.08%
4,062
-58
162
$338K 0.08%
1,030
+150
163
$333K 0.08%
3,060
164
$331K 0.08%
10,971
165
$313K 0.07%
30,780
+536
166
$312K 0.07%
671
167
$312K 0.07%
+1,438
168
$301K 0.07%
+16,075
169
$293K 0.07%
6,430
+1,000
170
$292K 0.07%
3,753
171
$286K 0.07%
4,430
+61
172
$281K 0.06%
9,318
173
$278K 0.06%
980
-21
174
$275K 0.06%
+5,500
175
$275K 0.06%
1,331
+3
5 6
7
8 9