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
$475M
AUM Growth
+$30.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
259
New
Increased
Reduced
Closed

Top Buys

1
+$6.38M
2
+$3.45M
3
+$2.99M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$2.13M
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$2.09M

Top Sells

1
+$2.32M
2
+$2.22M
3
+$734K
4
COF icon
Capital One
COF
+$629K
5
AVGO icon
Broadcom
AVGO
+$582K

Sector Composition

1 Technology 24.17%
2 Financials 13.2%
3 Industrials 12.36%
4 Healthcare 9.92%
5 Consumer Staples 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$366K 0.08%
4,682
-384
177
$359K 0.08%
5,354
+225
178
$357K 0.08%
2,250
179
$356K 0.08%
19,289
+811
180
$354K 0.07%
+4,263
181
$351K 0.07%
1,686
182
$349K 0.07%
4,658
183
$339K 0.07%
+5,922
184
$338K 0.07%
2,808
-200
185
$337K 0.07%
2,600
186
$336K 0.07%
25,240
+417
187
$334K 0.07%
5,760
-84
188
$330K 0.07%
43,570
189
$319K 0.07%
4,598
190
$314K 0.07%
3,458
+350
191
$310K 0.07%
613
+5
192
$309K 0.06%
+22,464
193
$302K 0.06%
35,500
+102
194
$301K 0.06%
3,461
195
$299K 0.06%
1,660
196
$298K 0.06%
1,650
+720
197
$287K 0.06%
9,329
+2
198
$284K 0.06%
3,889
199
$283K 0.06%
2,048
200
$282K 0.06%
1,650
6 7
8
9 10