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
51
$1.04M 0.6%
7,893
-140
52
$1.01M 0.58%
26,200
53
$994K 0.57%
6,968
-736
54
$960K 0.55%
9,574
-545
55
$953K 0.55%
98,457
-1,240
56
$951K 0.55%
28,103
+113
57
$941K 0.54%
140,620
-3,062
58
$927K 0.53%
6,924
59
$920K 0.53%
10,544
-613
60
$906K 0.52%
4,257
-243
61
$906K 0.52%
30,706
-1,788
62
$900K 0.52%
45,330
-3,463
63
$900K 0.52%
44,357
+10,353
64
$866K 0.5%
26,351
-775
65
$831K 0.48%
3,501
-203
66
$779K 0.45%
18,465
67
$769K 0.44%
7,541
-10
68
$752K 0.43%
32,457
-576
69
$748K 0.43%
11,962
-246
70
$701K 0.4%
15,234
+1,000
71
$700K 0.4%
13,732
-316
72
$660K 0.38%
2,047
73
$656K 0.38%
11,577
-1,050
74
$653K 0.38%
24,898
+7,000
75
$649K 0.37%
4,439
-173
1 2
3
4 5