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IIM
Ironwood Investment Management Portfolio holdings
AUM
$240M
1-Year Est. Return
45.82%
This Fund
S&P 500
1 Year Est. Return
+45.82%
AUM
$240M
AUM Growth
+$1.98M
(+0.83%)
Holding
185
Top Buys
| 1 | +$1.55M | |
| 2 | +$1.2M | |
| 3 | +$1.18M | |
| 4 |
Goosehead Insurance
GSHD
|
+$1.14M |
| 5 |
Schwab Emerging Markets Equity ETF
SCHE
|
+$1.07M |
Top Sells
| 1 | +$4.7M | |
| 2 | +$1.23M | |
| 3 | +$827K | |
| 4 |
Church & Dwight Co
CHD
|
+$807K |
| 5 |
Koppers
KOP
|
+$602K |
Sector Composition
| 1 | Technology | 20.96% |
| 2 | Industrials | 15.56% |
| 3 | Consumer Discretionary | 10.42% |
| 4 | Financials | 10.35% |
| 5 | Healthcare | 9.05% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Vanguard Total Stock Market ETF
VTI
$635B
| $17.4M | 7.25% |
54,181
+3,511
|
|
||
2
iShares MSCI EAFE ETF
EFA
$75B
| $12.2M | 5.09% |
125,547
+4,195
|
|
||
3
iShares 0-1 Year Treasury Bond ETF
SHV
$20.7B
| $7.13M | 2.97% |
64,616
+1,699
|
|
||
4
MYR Group
MYRG
$6.34B
| $5M | 2.08% |
17,693
-226
|
|
||
5
Vicor
VICR
$12.6B
| $4.97M | 2.07% |
30,889
-269
|
|
||
6
Group 1 Automotive
GPI
$3.88B
| $4.84M | 2.02% |
14,627
-300
|
|
||
7
Dycom Industries
DY
$13.4B
| $4.81M | 2.01% |
14,192
-177
|
|
||
8
BridgeBio Pharma
BBIO
$13.2B
| $4.53M | 1.89% |
60,960
-834
|
|
||
9
iShares Russell 3000 ETF
IWV
$18.9B
| $4.18M | 1.74% |
11,282
+524
|
|
||
10
Citigroup
C
$227B
| $4.03M | 1.68% |
35,562
-4
|
|
||
11
Cytokinetics
CYTK
$9.11B
| $3.74M | 1.56% |
56,738
-491
|
|
||
12
Vanguard FTSE Emerging Markets ETF
VWO
$118B
| $3.71M | 1.55% |
68,590
+2,061
|
|
||
|
SGI
13
Somnigroup International
SGI
$14.4B
| $3.47M | 1.45% |
46,975
-646
|
|
||
14
Pegasystems
PEGA
$5.5B
| $3.34M | 1.39% |
78,365
-1,022
|
|
||
15
TTM Technologies
TTMI
$17.9B
| $3.18M | 1.33% |
32,617
-1,365
|
|
||
16
General Motors
GM
$71.6B
| $3.17M | 1.32% |
42,500
-3,000
|
|
||
|
TPC
17
Tutor Perini Cor
TPC
$3.62B
| $3.1M | 1.29% |
40,212
-463
|
|
||
18
SM Energy
SM
$7.87B
| $2.97M | 1.24% |
95,390
+15,300
|
|
||
19
Coherent
COHR
$69.4B
| $2.9M | 1.21% |
12,182
-130
|
|
||
20
McKesson
MCK
$95B
| $2.86M | 1.19% |
3,305
-12
|
|
||
21
Arrow Electronics
ARW
$11B
| $2.77M | 1.15% |
19,295
-2,600
|
|
||
22
Mercury Systems
MRCY
$6.41B
| $2.75M | 1.15% |
37,678
-1,716
|
|
||
23
Darling Ingredients
DAR
$9.31B
| $2.63M | 1.1% |
42,465
-103
|
|
||
24
ASML
ASML
$668B
| $2.61M | 1.09% |
1,973
+366
|
|
||
25
Griffon
GFF
$4.16B
| $2.52M | 1.05% |
34,647
-1,748
|
|