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
$184M
AUM Growth
-$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$868K
2
+$845K
3
+$780K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$660K
5
WSFS icon
WSFS Financial
WSFS
+$611K

Top Sells

1
+$882K
2
+$730K
3
+$655K
4
JNJ icon
Johnson & Johnson
JNJ
+$636K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$589K

Sector Composition

1 Technology 29.69%
2 Industrials 13.61%
3 Consumer Discretionary 11.69%
4 Healthcare 10.59%
5 Financials 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.75M 0.95%
29,493
-445
27
$1.74M 0.95%
11,631
-35
28
$1.72M 0.93%
13,113
+277
29
$1.71M 0.93%
108,690
30
$1.68M 0.91%
8,893
-690
31
$1.66M 0.9%
59,506
-459
32
$1.65M 0.9%
133,117
+1,357
33
$1.64M 0.89%
17,189
+59
34
$1.62M 0.88%
5,288
-105
35
$1.59M 0.86%
30,645
36
$1.57M 0.86%
128,973
-356
37
$1.55M 0.84%
40,162
+298
38
$1.51M 0.82%
7,215
+132
39
$1.48M 0.8%
16,055
40
$1.44M 0.78%
6,761
-196
41
$1.43M 0.78%
3,019
-234
42
$1.41M 0.77%
43,787
+269
43
$1.31M 0.71%
17,020
+176
44
$1.31M 0.71%
5,753
-426
45
$1.3M 0.71%
19,012
-5
46
$1.25M 0.68%
15,757
+5,589
47
$1.23M 0.67%
7,725
-548
48
$1.18M 0.64%
9,039
49
$1.17M 0.64%
4,515
-341
50
$1.17M 0.64%
49,909
+501
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