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
$143M
AUM Growth
-$6.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$568K
2
+$555K
3
+$334K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$264K
5
BND icon
Vanguard Total Bond Market
BND
+$238K

Top Sells

1
+$288K
2
+$285K
3
+$217K
4
BXMT icon
Blackstone Mortgage Trust
BXMT
+$208K
5
WDC icon
Western Digital
WDC
+$206K

Sector Composition

1 Technology 27.67%
2 Industrials 14.61%
3 Healthcare 11.71%
4 Consumer Discretionary 10.06%
5 Financials 9.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.59M 1.11%
7,674
+28
27
$1.48M 1.04%
92,188
-2,616
28
$1.48M 1.03%
11,529
-111
29
$1.43M 1%
59,224
-315
30
$1.39M 0.98%
19,538
+3,337
31
$1.38M 0.96%
151,307
-1,242
32
$1.38M 0.96%
5,902
-45
33
$1.34M 0.94%
311,724
34
$1.33M 0.93%
30,139
-466
35
$1.31M 0.91%
8,818
-128
36
$1.3M 0.91%
16,055
37
$1.29M 0.9%
5,699
-72
38
$1.23M 0.86%
17,081
+44
39
$1.21M 0.84%
7,788
+1,464
40
$1.2M 0.84%
18,818
-204
41
$1.2M 0.84%
32,935
+7,235
42
$1.08M 0.76%
18,008
43
$1.07M 0.75%
92,136
-3,260
44
$1.05M 0.74%
39,555
-639
45
$1.05M 0.74%
8,359
-7
46
$1.04M 0.73%
20,900
-292
47
$1.03M 0.72%
4,493
-57
48
$1.01M 0.71%
2,999
-40
49
$999K 0.7%
17,130
+4,047
50
$980K 0.69%
130,310
-2,845
1
2
3 4 5