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
$152M
AUM Growth
+$8.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$930K
2
+$441K
3
+$319K
4
SPGI icon
S&P Global
SPGI
+$308K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$229K

Top Sells

1
+$1.21M
2
+$999K
3
+$950K
4
ADBE icon
Adobe
ADBE
+$471K
5
GDX icon
VanEck Gold Miners ETF
GDX
+$462K

Sector Composition

1 Technology 28.7%
2 Industrials 13.77%
3 Consumer Discretionary 11.36%
4 Healthcare 10.65%
5 Financials 9.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.58M 1.04%
92,284
+96
27
$1.55M 1.02%
16,526
-629
28
$1.5M 0.99%
11,092
-437
29
$1.5M 0.99%
364,074
+52,350
30
$1.49M 0.98%
28,247
-866
31
$1.44M 0.95%
21,264
+364
32
$1.44M 0.95%
36,911
+3,976
33
$1.43M 0.94%
5,963
+61
34
$1.38M 0.91%
5,798
+99
35
$1.31M 0.87%
8,973
+155
36
$1.31M 0.86%
16,497
-584
37
$1.29M 0.85%
29,265
-874
38
$1.28M 0.85%
7,363
+5,335
39
$1.27M 0.84%
17,618
-390
40
$1.24M 0.82%
38,815
-740
41
$1.24M 0.82%
146,905
-4,402
42
$1.22M 0.8%
3,053
+54
43
$1.22M 0.8%
84,833
-7,303
44
$1.21M 0.8%
18,100
-718
45
$1.2M 0.79%
8,181
-178
46
$1.11M 0.73%
15,127
-928
47
$1.08M 0.71%
21,045
-700
48
$1.07M 0.71%
4,568
+75
49
$1.06M 0.7%
7,802
+126
50
$1.05M 0.69%
13,411
+229
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