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
$445M
AUM Growth
+$24.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
229
New
Increased
Reduced
Closed

Top Buys

1
+$3.07M
2
+$1.99M
3
+$1.47M
4
MDT icon
Medtronic
MDT
+$1.07M
5
CVS icon
CVS Health
CVS
+$759K

Top Sells

1
+$3.38M
2
+$3M
3
+$1.29M
4
FNDA icon
Schwab Fundamental US Small Company Index ETF
FNDA
+$940K
5
CTAS icon
Cintas
CTAS
+$772K

Sector Composition

1 Technology 26.72%
2 Financials 13.67%
3 Healthcare 12.03%
4 Consumer Staples 9.38%
5 Industrials 7.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$262K 0.06%
2,778
+4
177
$253K 0.06%
3,720
-350
178
$251K 0.06%
3,108
-292
179
$250K 0.06%
5,920
-3,450
180
$249K 0.06%
+8,000
181
$248K 0.06%
3,115
+9
182
$246K 0.06%
7,298
-2,862
183
$243K 0.05%
+6,175
184
$242K 0.05%
1,100
185
$240K 0.05%
5,950
186
$237K 0.05%
300
187
$231K 0.05%
2,362
+3
188
$226K 0.05%
+490
189
$221K 0.05%
5,441
-4,015
190
$219K 0.05%
6,525
191
$217K 0.05%
2,250
192
$217K 0.05%
1,973
193
$217K 0.05%
991
-184
194
$214K 0.05%
16,857
-2,075
195
$212K 0.05%
+5,816
196
$210K 0.05%
+1,443
197
$209K 0.05%
+481
198
$209K 0.05%
+891
199
$208K 0.05%
1,048
-197
200
$208K 0.05%
+500
6 7
8
9 10