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
51
$1.17M 0.63%
21,022
-1,630
52
$1.17M 0.63%
8,357
+80
53
$1.14M 0.62%
56,945
54
$1.14M 0.62%
4,718
-2,211
55
$1.14M 0.62%
24,627
+4,066
56
$1.13M 0.61%
35,796
-73
57
$1.13M 0.61%
6,234
+986
58
$1.09M 0.59%
14,980
+4
59
$1.07M 0.58%
7,848
60
$1.04M 0.56%
8,349
-83
61
$1.03M 0.56%
47,186
+1,085
62
$1.03M 0.56%
45,547
+1,328
63
$1.02M 0.55%
13,250
-1,024
64
$1.02M 0.55%
23,618
65
$998K 0.54%
18,008
66
$991K 0.54%
24,670
67
$984K 0.53%
8,633
-300
68
$970K 0.53%
32,674
-2,528
69
$960K 0.52%
32,825
+589
70
$947K 0.51%
9,491
-736
71
$941K 0.51%
73,827
+1,773
72
$919K 0.5%
12,680
+134
73
$886K 0.48%
8,911
-726
74
$886K 0.48%
18,995
+13,095
75
$884K 0.48%
9,614
-21
1 2
3
4 5