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
101
$353K 0.35%
+5,318
102
$351K 0.35%
20,070
-741
103
$347K 0.35%
2,242
-1,021
104
$335K 0.34%
3,907
105
$331K 0.33%
15,407
-737
106
$328K 0.33%
+7,421
107
$325K 0.33%
190,956
+93,231
108
$324K 0.32%
23,807
109
$324K 0.32%
+2,011
110
$323K 0.32%
40,437
+800
111
$318K 0.32%
2,302
112
$315K 0.32%
4,061
113
$315K 0.32%
49,255
-1,779
114
$311K 0.31%
20,920
-766
115
$307K 0.31%
27,810
-1,382
116
$303K 0.3%
476
+69
117
$299K 0.3%
9,512
-6,748
118
$298K 0.3%
4,057
-162
119
$273K 0.27%
12,836
-3,338
120
$247K 0.25%
28,131
-2,367
121
$244K 0.24%
2,100
122
$236K 0.24%
24,260
-750
123
$223K 0.22%
10,792
124
$221K 0.22%
27,308
+3,395
125
$217K 0.22%
30,377
-1,447
3 4
5
6 7