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
176
$274K 0.06%
+380
177
$272K 0.06%
2,525
+215
178
$271K 0.06%
4,541
+129
179
$270K 0.06%
28,929
-2,100
180
$268K 0.06%
8,000
181
$249K 0.06%
+5,740
182
$246K 0.06%
1,830
-60
183
$243K 0.06%
905
184
$243K 0.06%
+5,175
185
$241K 0.05%
7,984
-4,503
186
$241K 0.05%
5,100
187
$240K 0.05%
480
188
$238K 0.05%
4,097
-107
189
$233K 0.05%
6,500
190
$230K 0.05%
+2,250
191
$226K 0.05%
827
+143
192
$225K 0.05%
+950
193
$224K 0.05%
4,512
194
$221K 0.05%
1,600
195
$221K 0.05%
885
-330
196
$220K 0.05%
+941
197
$218K 0.05%
+500
198
$211K 0.05%
+891
199
$211K 0.05%
+3,437
200
$208K 0.05%
929
+64
5 6 7
8
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