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
101
$445K 0.31%
10,669
+929
102
$444K 0.31%
6,239
103
$436K 0.3%
28,742
-21
104
$434K 0.3%
2,853
-38
105
$428K 0.3%
12,466
-82
106
$425K 0.3%
2,502
-35
107
$418K 0.29%
27,643
-113
108
$411K 0.29%
16,528
109
$410K 0.29%
15,207
-2
110
$410K 0.29%
7,246
+18
111
$403K 0.28%
2,468
112
$379K 0.27%
68,716
-391
113
$368K 0.26%
1,102
114
$359K 0.25%
13,096
115
$346K 0.24%
22,329
-291
116
$336K 0.24%
13,474
117
$334K 0.23%
+2,028
118
$327K 0.23%
6,638
+17
119
$319K 0.22%
6,922
-97
120
$316K 0.22%
3,671
121
$309K 0.22%
43,842
-351
122
$298K 0.21%
1,892
123
$280K 0.2%
29,732
-437
124
$279K 0.2%
10,808
-3,500
125
$268K 0.19%
3,108
+7
3 4
5
6 7