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
$174M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$1.13M
2
+$1.08M
3
+$902K
4
SHV icon
iShares Short Treasury Bond ETF
SHV
+$634K
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$514K

Top Sells

1
+$3.34M
2
+$826K
3
+$702K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$430K
5
BND icon
Vanguard Total Bond Market
BND
+$424K

Sector Composition

1 Technology 30.35%
2 Industrials 13.32%
3 Consumer Discretionary 12.17%
4 Healthcare 11.33%
5 Financials 7.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.86M 1.07%
80,750
+5,000
27
$1.83M 1.05%
16,086
-290
28
$1.79M 1.03%
33,110
+851
29
$1.68M 0.97%
3,920
-75
30
$1.66M 0.96%
17,368
-250
31
$1.6M 0.92%
19,788
-1,154
32
$1.57M 0.9%
16,150
-407
33
$1.45M 0.84%
7,912
-259
34
$1.44M 0.83%
8,343
-483
35
$1.37M 0.79%
341,343
-22,731
36
$1.33M 0.77%
38,383
-1,142
37
$1.32M 0.76%
39,376
-5,487
38
$1.31M 0.76%
25,366
+1,801
39
$1.31M 0.76%
84,833
40
$1.25M 0.72%
5,901
-111
41
$1.19M 0.69%
5,412
-317
42
$1.18M 0.68%
36,038
-1,061
43
$1.17M 0.68%
2,856
-167
44
$1.15M 0.67%
10,212
-430
45
$1.14M 0.66%
17,092
-320
46
$1.14M 0.66%
66,363
-2,500
47
$1.11M 0.64%
12,477
-726
48
$1.1M 0.64%
30,115
+4,970
49
$1.08M 0.62%
+34,190
50
$1.07M 0.61%
7,338
1
2
3 4 5