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
126
$267K 0.19%
31,383
+87
127
$263K 0.18%
8,711
128
$263K 0.18%
6,990
129
$262K 0.18%
1,595
130
$258K 0.18%
5,971
131
$255K 0.18%
6,027
-80
132
$254K 0.18%
1,836
133
$251K 0.18%
1,354
-19
134
$249K 0.17%
9,376
+17
135
$241K 0.17%
10,756
-180
136
$238K 0.17%
3,250
137
$238K 0.17%
16,619
+41
138
$210K 0.15%
5,436
139
$210K 0.15%
29,542
+79
140
$209K 0.15%
4,570
+11
141
$207K 0.14%
9,875
142
$185K 0.13%
41,893
-135
143
$175K 0.12%
12,372
+46
144
$172K 0.12%
28,055
145
$160K 0.11%
13,324
146
$150K 0.1%
30,682
+80
147
$148K 0.1%
58,771
-1,613
148
$144K 0.1%
13,890
-12
149
$134K 0.09%
33,362
150
$125K 0.09%
+11,353
3 4 5
6
7