IIC

Ironwood Investment Counsel Portfolio holdings

AUM $686M
1-Year Est. Return 14.62%
This Quarter Est. Return
1 Year Est. Return
+14.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$407M
AUM Growth
-$30.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
230
New
Increased
Reduced
Closed

Top Buys

1
+$2.46M
2
+$2.41M
3
+$1.36M
4
CTVA icon
Corteva
CTVA
+$1.36M
5
META icon
Meta Platforms (Facebook)
META
+$1.15M

Top Sells

1
+$6.98M
2
+$5.91M
3
+$3.28M
4
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$2.78M
5
INTC icon
Intel
INTC
+$1.85M

Sector Composition

1 Technology 23.43%
2 Financials 14.98%
3 Healthcare 12.62%
4 Consumer Staples 10.48%
5 Industrials 10.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$244K 0.06%
5,537
+47
177
$241K 0.06%
2,573
178
$240K 0.06%
4,460
+430
179
$240K 0.06%
+14,350
180
$239K 0.06%
3,460
+526
181
$235K 0.06%
490
+100
182
$233K 0.06%
4,750
183
$233K 0.06%
834
184
$233K 0.06%
+4,200
185
$231K 0.06%
8,072
-2,000
186
$231K 0.06%
2,912
-850
187
$228K 0.06%
4,380
+40
188
$228K 0.06%
1,413
189
$227K 0.06%
+154
190
$226K 0.06%
2,250
191
$222K 0.05%
500
192
$222K 0.05%
1,430
193
$214K 0.05%
+5,817
194
$211K 0.05%
4,500
195
$210K 0.05%
2,728
196
$208K 0.05%
903
197
$208K 0.05%
+8,092
198
$206K 0.05%
+3,021
199
$205K 0.05%
968
-109
200
$204K 0.05%
6,045
-185
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8
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