IIC
Ironwood Investment Counsel Portfolio holdings
AUM
$647M
This Quarter Return
-11.55%
1 Year Return
+14.67%
3 Year Return
+58.55%
5 Year Return
+112.75%
10 Year Return
+237.75%
AUM
$356M
AUM Growth
+$356M
(-13%)
Cap. Flow
+$4.27M
Cap. Flow
% of AUM
1.2%
Top 10 Holdings %
Top 10 Hldgs %
29.13%
Holding
216
New
4
Increased
99
Reduced
51
Closed
26
Top Buys
| 1 |
Amazon
AMZN
|
$4.54M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$826K |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$743K |
| 4 |
Texas Instruments
TXN
|
$494K |
| 5 |
Meta Platforms (Facebook)
META
|
$479K |
Top Sells
Sector Composition
| 1 | Technology | 22.78% |
| 2 | Healthcare | 14.09% |
| 3 | Financials | 13.95% |
| 4 | Consumer Staples | 11.53% |
| 5 | Industrials | 10.14% |
