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
51
$978K 0.68%
33,840
-9,962
52
$964K 0.67%
50,073
+132
53
$953K 0.67%
6,628
-133
54
$952K 0.67%
21,745
-2,900
55
$934K 0.65%
8,033
-510
56
$917K 0.64%
7,676
-96
57
$874K 0.61%
7,359
-480
58
$862K 0.6%
86,140
-5,000
59
$849K 0.59%
177,600
-106
60
$841K 0.59%
13,182
-175
61
$827K 0.58%
32,540
-313
62
$820K 0.57%
7,848
63
$805K 0.56%
7,239
+19
64
$772K 0.54%
4,694
-23
65
$757K 0.53%
16,949
+42
66
$750K 0.52%
12,722
+38
67
$747K 0.52%
32,446
-432
68
$741K 0.52%
25,670
+1,000
69
$739K 0.52%
23,118
70
$738K 0.52%
35,313
-498
71
$715K 0.5%
71,966
+82
72
$708K 0.5%
7,650
73
$674K 0.47%
9,455
-124
74
$673K 0.47%
47,201
-36
75
$672K 0.47%
23,337
-302
1 2
3
4 5