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IIC

Ironwood Investment Counsel Portfolio holdings

AUM $694M
1-Year Est. Return 16.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$348M
AUM Growth
-$92M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
224
New
Increased
Reduced
Closed

Top Buys

1
+$2.02M
2
+$1.5M
3
+$1.4M
4
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$1.16M
5
CCI icon
Crown Castle
CCI
+$752K

Top Sells

1
+$7.4M
2
+$4.23M
3
+$4.23M
4
AAPL icon
Apple
AAPL
+$4.02M
5
COF icon
Capital One
COF
+$3.58M

Sector Composition

1 Technology 20.95%
2 Financials 14.85%
3 Consumer Staples 11.87%
4 Healthcare 11.08%
5 Industrials 10.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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