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
51
$1.04M 0.69%
8,033
52
$1.03M 0.68%
84,890
-1,250
53
$999K 0.66%
33,144
-696
54
$986K 0.65%
198,833
+21,233
55
$984K 0.65%
7,338
-510
56
$936K 0.62%
47,399
-2,674
57
$908K 0.6%
6,444
-915
58
$864K 0.57%
6,519
-109
59
$843K 0.56%
16,529
-420
60
$797K 0.53%
9,621
+166
61
$797K 0.53%
23,700
+6,000
62
$781K 0.51%
33,010
+564
63
$781K 0.51%
3,758
+67
64
$775K 0.51%
31,412
-1,128
65
$770K 0.51%
33,460
-1,853
66
$759K 0.5%
23,118
67
$754K 0.5%
18,465
-7,205
68
$727K 0.48%
8,026
-158
69
$727K 0.48%
9,019
+149
70
$725K 0.48%
7,650
71
$703K 0.46%
2,047
-86
72
$678K 0.45%
11,798
-924
73
$673K 0.44%
9,023
-462
74
$667K 0.44%
27,636
-518
75
$654K 0.43%
16,893
-1,396
1 2
3
4 5