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
76
$643K 0.37%
25,559
-561
77
$634K 0.37%
+5,740
78
$622K 0.36%
8,568
-81
79
$610K 0.35%
2,701
-158
80
$597K 0.34%
69,882
-2,356
81
$592K 0.34%
3,194
82
$586K 0.34%
29,819
-1,831
83
$565K 0.33%
14,361
-207
84
$557K 0.32%
6,866
-186
85
$552K 0.32%
18,719
-77
86
$516K 0.3%
87,429
-673
87
$513K 0.3%
15,462
-1,044
88
$508K 0.29%
5,450
-2,200
89
$497K 0.29%
92,809
-2,648
90
$480K 0.28%
12,735
-360
91
$480K 0.28%
27,977
-304
92
$477K 0.28%
22,102
-1,287
93
$448K 0.26%
62,675
-1,296
94
$447K 0.26%
1,102
95
$445K 0.26%
11,639
-656
96
$442K 0.25%
16,436
-338
97
$438K 0.25%
44,462
-1,446
98
$431K 0.25%
27,214
-581
99
$424K 0.24%
36,584
-525
100
$424K 0.24%
3,671
2 3
4
5 6