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
76
$656K 0.46%
3,691
-50
77
$650K 0.45%
8,184
-165
78
$635K 0.44%
39,732
-255
79
$634K 0.44%
8,870
-113
80
$632K 0.44%
13,595
81
$629K 0.44%
18,289
-111
82
$626K 0.44%
45,154
-427
83
$625K 0.44%
2,133
+200
84
$622K 0.44%
9,485
-134
85
$611K 0.43%
19,908
+52
86
$606K 0.42%
95,055
+155
87
$589K 0.41%
28,154
+53
88
$578K 0.4%
30,714
-334
89
$568K 0.4%
+17,700
90
$559K 0.39%
97,565
-396
91
$540K 0.38%
17,486
+28
92
$535K 0.37%
13,363
+500
93
$521K 0.36%
3,194
-10
94
$517K 0.36%
14,834
-158
95
$503K 0.35%
22,247
-800
96
$492K 0.34%
85,147
-368
97
$490K 0.34%
74,085
+196
98
$471K 0.33%
1,713
-24
99
$470K 0.33%
17,224
+42
100
$462K 0.32%
19,161
+3,136
2 3
4
5 6