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
126
$211K 0.21%
9,944
-675
127
$204K 0.2%
+11,137
128
$200K 0.2%
+2,763
129
$196K 0.2%
31,781
+2,001
130
$189K 0.19%
110,087
+9,587
131
$189K 0.19%
111,833
+7,133
132
$188K 0.19%
16,783
-890
133
$181K 0.18%
45,241
+5,180
134
$173K 0.17%
18,852
+1,572
135
$161K 0.16%
218
136
$157K 0.16%
31,029
-1,660
137
$145K 0.15%
22,090
-685
138
$138K 0.14%
31,709
+1,585
139
$124K 0.12%
27
+9
140
$124K 0.12%
26,639
-1,101
141
$115K 0.12%
60,290
+9,225
142
$102K 0.1%
28,039
+15,481
143
$101K 0.1%
17,324
-100
144
$90K 0.09%
11,258
145
$88K 0.09%
+12,616
146
$80K 0.08%
49,564
+2,496
147
$64K 0.06%
21,095
+3,286
148
$59K 0.06%
820
+44
149
$57K 0.06%
63,535
+4,833
150
$38K 0.04%
37,048
-1,180
3 4 5
6
7