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
51
$671K 0.67%
71,636
-5,190
52
$661K 0.66%
10,058
-196
53
$651K 0.65%
4,128
54
$650K 0.65%
+22,410
55
$641K 0.64%
17,229
-2,667
56
$640K 0.64%
690
+25
57
$623K 0.62%
4,559
+235
58
$619K 0.62%
13,302
-701
59
$616K 0.62%
48,716
+11,150
60
$604K 0.6%
23,068
-962
61
$603K 0.6%
8,542
+434
62
$599K 0.6%
+17,851
63
$594K 0.59%
37,988
+1,868
64
$578K 0.58%
16,033
-19,300
65
$576K 0.58%
22,045
-527
66
$571K 0.57%
10,239
67
$549K 0.55%
4,493
-3,778
68
$538K 0.54%
13,593
-3,145
69
$536K 0.54%
4,086
+211
70
$526K 0.53%
12,670
+4,546
71
$516K 0.52%
50,472
-2,386
72
$511K 0.51%
17,127
-837
73
$509K 0.51%
33,385
-1,385
74
$509K 0.51%
30,781
+66
75
$508K 0.51%
+6,100
1 2
3
4 5