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
201
$206K 0.05%
+8,400
202
$206K 0.05%
+1,388
203
$160K 0.04%
10,072
204
$141K 0.03%
12,291
205
$141K 0.03%
12,694
206
$138K 0.03%
22,464
207
$130K 0.03%
10,850
-59,718
208
$89K 0.02%
22,767
-750
209
$55K 0.01%
16,900
-123
210
$34K 0.01%
10,170