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
101
$420K 0.24%
6,554
-384
102
$418K 0.24%
2,373
-138
103
$417K 0.24%
84,337
-2,691
104
$406K 0.23%
19,572
105
$404K 0.23%
3,377
-181
106
$399K 0.23%
6,239
107
$393K 0.23%
7,872
-461
108
$392K 0.23%
2,368
109
$384K 0.22%
12,494
110
$366K 0.21%
39,990
-4,250
111
$356K 0.21%
1,836
112
$344K 0.2%
1,400
113
$341K 0.2%
851
-52
114
$334K 0.19%
16,091
-461
115
$323K 0.19%
16,497
-333
116
$310K 0.18%
39,906
-1,040
117
$309K 0.18%
1,892
118
$306K 0.18%
9,153
119
$305K 0.18%
3,481
120
$294K 0.17%
3,250
121
$286K 0.16%
808
-2
122
$282K 0.16%
29,511
-907
123
$280K 0.16%
1,224
124
$280K 0.16%
53,471
-662
125
$273K 0.16%
+380
3 4
5
6 7