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
76
$617K 0.41%
21,447
-800
77
$609K 0.4%
45,787
-1,414
78
$603K 0.4%
12,665
-698
79
$600K 0.4%
23,743
+406
80
$594K 0.39%
13,095
-500
81
$591K 0.39%
72,360
-1,725
82
$589K 0.39%
43,280
-1,874
83
$585K 0.39%
36,738
-2,994
84
$577K 0.38%
3,194
85
$573K 0.38%
29,402
-1,312
86
$542K 0.36%
11,984
+1,315
87
$533K 0.35%
19,149
-759
88
$520K 0.34%
68,243
-3,723
89
$502K 0.33%
16,805
-419
90
$488K 0.32%
4,360
-334
91
$486K 0.32%
26,153
-1,490
92
$486K 0.32%
2,903
+50
93
$479K 0.32%
82,991
-12,064
94
$477K 0.31%
13,583
-1,251
95
$476K 0.31%
12,098
-368
96
$475K 0.31%
16,069
-1,417
97
$472K 0.31%
1,102
98
$472K 0.31%
62,487
-6,229
99
$454K 0.3%
6,314
-13,224
100
$449K 0.3%
6,239
2 3
4
5 6