IIM

Ironwood Investment Management Portfolio holdings

AUM $238M
1-Year Est. Return 32.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$238M
AUM Growth
+$8.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$2.88M
2
+$1.02M
3
+$964K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$688K
5
PRCH icon
Porch Group
PRCH
+$598K

Top Sells

1
+$1.1M
2
+$793K
3
+$749K
4
CSCO icon
Cisco
CSCO
+$557K
5
AEM icon
Agnico Eagle Mines
AEM
+$508K

Sector Composition

1 Technology 21.52%
2 Industrials 14.28%
3 Consumer Discretionary 11.27%
4 Financials 9.51%
5 Healthcare 9.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VTI icon
1
Vanguard Total Stock Market ETF
VTI
$568B
$17M 7.14%
50,670
+2,897
EFA icon
2
iShares MSCI EAFE ETF
EFA
$71.9B
$11.7M 4.9%
121,352
+7,253
SHV icon
3
iShares 0-1 Year Treasury Bond ETF
SHV
$20B
$6.93M 2.91%
62,917
+26,083
IWM icon
4
iShares Russell 2000 ETF
IWM
$69.7B
$6.27M 2.64%
25,472
+901
GPI icon
5
Group 1 Automotive
GPI
$3.59B
$5.87M 2.47%
14,927
-50
DY icon
6
Dycom Industries
DY
$10.7B
$4.86M 2.04%
14,369
-29
PEGA icon
7
Pegasystems
PEGA
$7.18B
$4.74M 1.99%
79,387
-129
BBIO icon
8
BridgeBio Pharma
BBIO
$13.2B
$4.73M 1.99%
61,794
-129
SGI
9
Somnigroup International
SGI
$16.1B
$4.25M 1.79%
47,621
-193
IWV icon
10
iShares Russell 3000 ETF
IWV
$17.3B
$4.16M 1.75%
10,758
+303
C icon
11
Citigroup
C
$185B
$4.15M 1.75%
35,566
-3,800
MYRG icon
12
MYR Group
MYRG
$4B
$3.92M 1.65%
17,919
-51
GM icon
13
General Motors
GM
$66.4B
$3.7M 1.56%
45,500
-2,000
CYTK icon
14
Cytokinetics
CYTK
$7.39B
$3.64M 1.53%
57,229
-103
VWO icon
15
Vanguard FTSE Emerging Markets ETF
VWO
$110B
$3.58M 1.5%
66,529
+4,314
VICR icon
16
Vicor
VICR
$7.61B
$3.41M 1.44%
31,158
-60
SMCI icon
17
Super Micro Computer
SMCI
$18.6B
$3.07M 1.29%
104,881
-394
PI icon
18
Impinj
PI
$2.76B
$2.9M 1.22%
16,654
-6,167
MRCY icon
19
Mercury Systems
MRCY
$4.89B
$2.88M 1.21%
39,394
-54
TPC
20
Tutor Perini Cor
TPC
$3.65B
$2.73M 1.15%
40,675
-2,050
MCK icon
21
McKesson
MCK
$116B
$2.72M 1.14%
3,317
-100
BBSI icon
22
Barrett Business Services
BBSI
$679M
$2.71M 1.14%
74,832
-27
GFF icon
23
Griffon
GFF
$3.26B
$2.68M 1.13%
36,395
ARW icon
24
Arrow Electronics
ARW
$7.18B
$2.41M 1.01%
21,895
-1,100
TTMI icon
25
TTM Technologies
TTMI
$9.36B
$2.34M 0.99%
33,982
-79
1
2 3 4 5