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
76
$845K 0.46%
+177,561
77
$827K 0.45%
12,076
+5,211
78
$823K 0.45%
3,712
-286
79
$811K 0.44%
12,898
+1,819
80
$790K 0.43%
6,650
81
$780K 0.42%
+1,713
82
$774K 0.42%
39,966
-51
83
$774K 0.42%
94,861
+13,236
84
$765K 0.42%
152,455
+2,325
85
$762K 0.41%
17,450
+413
86
$761K 0.41%
18,398
+7
87
$740K 0.4%
13,262
+1
88
$736K 0.4%
30,146
+11,494
89
$729K 0.4%
71,829
+1,770
90
$726K 0.39%
28,082
+46
91
$712K 0.39%
97,867
+959
92
$709K 0.39%
14,308
93
$689K 0.37%
9,439
94
$687K 0.37%
2,867
-220
95
$687K 0.37%
12,547
+135
96
$679K 0.37%
31,047
+157
97
$676K 0.37%
16,893
+168
98
$638K 0.35%
19,842
+459
99
$638K 0.35%
1,933
100
$605K 0.33%
15,773
+2,198
2 3
4
5 6