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
76
$490K 0.49%
15,813
77
$489K 0.49%
3,982
+194
78
$489K 0.49%
29,280
+445
79
$480K 0.48%
12,222
-1,399
80
$476K 0.48%
2,385
+119
81
$464K 0.46%
62,394
82
$456K 0.46%
3,503
+165
83
$450K 0.45%
17,546
-548
84
$447K 0.45%
19,648
-1,025
85
$445K 0.45%
25,640
86
$441K 0.44%
15,468
+1,584
87
$432K 0.43%
+10,675
88
$425K 0.43%
14,980
89
$424K 0.42%
7,321
-384
90
$421K 0.42%
136,302
-20,504
91
$416K 0.42%
22,005
-913
92
$413K 0.41%
10,866
-213
93
$412K 0.41%
31,966
-753
94
$409K 0.41%
51,952
-1,384
95
$409K 0.41%
99,143
+15,796
96
$394K 0.39%
3,279
97
$388K 0.39%
2,489
+225
98
$383K 0.38%
56,967
+4,302
99
$380K 0.38%
9,015
100
$372K 0.37%
25,017
-18,477
2 3
4
5 6