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
126
$361K 0.2%
8,751
-582
127
$358K 0.19%
1,892
128
$350K 0.19%
8,990
129
$347K 0.19%
1,319
130
$345K 0.19%
43,897
131
$338K 0.18%
20,224
-196
132
$328K 0.18%
+3,952
133
$327K 0.18%
5,971
-1,024
134
$321K 0.17%
1,836
135
$320K 0.17%
8,900
-170
136
$319K 0.17%
3,250
137
$315K 0.17%
31,278
+555
138
$310K 0.17%
5,436
-29
139
$304K 0.17%
10,936
-176
140
$301K 0.16%
3,671
141
$281K 0.15%
5,000
142
$266K 0.14%
12,307
143
$246K 0.13%
13,891
+275
144
$245K 0.13%
30,580
+315
145
$244K 0.13%
6,618
+194
146
$241K 0.13%
4,847
147
$241K 0.13%
41,981
+1,645
148
$240K 0.13%
680
149
$239K 0.13%
7,517
150
$238K 0.13%
4,557
+48
4 5
6
7 8