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
101
$598K 0.33%
15,195
+154
102
$595K 0.32%
55,101
+3
103
$593K 0.32%
23,047
-615
104
$580K 0.32%
15,974
-196
105
$573K 0.31%
85,493
+2,174
106
$569K 0.31%
7,223
+75
107
$557K 0.3%
27,741
+287
108
$556K 0.3%
22,683
-1,735
109
$551K 0.3%
28,762
+1,495
110
$540K 0.29%
44,177
+133
111
$536K 0.29%
3,204
112
$523K 0.28%
12,323
+126
113
$515K 0.28%
3,097
+31
114
$506K 0.28%
8,919
+94
115
$497K 0.27%
17,169
+213
116
$474K 0.26%
16,528
117
$467K 0.25%
8,740
-81
118
$467K 0.25%
1,373
-20
119
$458K 0.25%
1,102
120
$445K 0.24%
1,995
121
$444K 0.24%
2,506
-3,587
122
$429K 0.23%
3,708
+721
123
$423K 0.23%
3,042
-1,837
124
$399K 0.22%
915
-15
125
$369K 0.2%
13,096
3 4
5
6 7