IIM

Ironwood Investment Management Portfolio holdings

AUM $206M
1-Year Est. Return 21.74%
This Quarter Est. Return
1 Year Est. Return
+21.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$99.9M
AUM Growth
-$44.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$3.02M
2
+$1.32M
3
+$1.25M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.01M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$993K

Top Sells

1
+$1.4M
2
+$1.18M
3
+$852K
4
BDC icon
Belden
BDC
+$696K
5
IFF icon
International Flavors & Fragrances
IFF
+$686K

Sector Composition

1 Technology 31.63%
2 Industrials 14.54%
3 Healthcare 10.42%
4 Financials 10.15%
5 Consumer Discretionary 6.79%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.05M 1.05%
9,833
-516
27
$1.04M 1.05%
8,871
+474
28
$1.02M 1.02%
37,907
-819
29
$1.01M 1.02%
81,976
-8,250
30
$1.01M 1.01%
+24,129
31
$993K 0.99%
+18,582
32
$954K 0.96%
41,069
-1,702
33
$948K 0.95%
+15,200
34
$937K 0.94%
17,308
-500
35
$896K 0.9%
37,116
-1,026
36
$879K 0.88%
3,853
-191
37
$861K 0.86%
6,567
+56
38
$844K 0.84%
71,550
+17,334
39
$816K 0.82%
6,034
-164
40
$802K 0.8%
2,698
+136
41
$758K 0.76%
4,375
+199
42
$737K 0.74%
9,145
43
$729K 0.73%
8,098
-1,000
44
$717K 0.72%
8,470
-479
45
$702K 0.7%
464,848
+54,800
46
$689K 0.69%
11,328
+828
47
$687K 0.69%
62,824
-1,796
48
$678K 0.68%
9,176
-120
49
$674K 0.67%
+46,200
50
$671K 0.67%
17,885
-3,100
1
2
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