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
101
$447K 0.29%
26,309
-2,433
102
$440K 0.29%
8,465
+2,438
103
$436K 0.29%
2,468
104
$428K 0.28%
14,397
-810
105
$417K 0.27%
6,765
-481
106
$407K 0.27%
3,671
107
$405K 0.27%
93,658
-36,652
108
$377K 0.25%
7,045
+123
109
$366K 0.24%
2,548
+46
110
$346K 0.23%
12,874
-600
111
$345K 0.23%
86,147
-11,418
112
$335K 0.22%
1,400
-195
113
$319K 0.21%
+3,612
114
$313K 0.21%
1,892
115
$312K 0.21%
3,250
116
$308K 0.2%
+921
117
$297K 0.2%
8,557
-7,971
118
$288K 0.19%
83,378
-1,769
119
$282K 0.19%
27,826
-1,906
120
$277K 0.18%
6,122
-1,117
121
$274K 0.18%
10,353
-455
122
$258K 0.17%
1,312
-42
123
$255K 0.17%
16,228
-391
124
$252K 0.17%
7,611
-1,100
125
$247K 0.16%
40,028
-3,814
3 4
5
6 7