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
126
$244K 0.16%
10,290
-466
127
$243K 0.16%
6,990
128
$239K 0.16%
1,836
129
$233K 0.15%
4,459
-977
130
$228K 0.15%
54,890
-3,881
131
$221K 0.15%
+4,847
132
$220K 0.14%
28,887
-2,496
133
$216K 0.14%
4,466
-104
134
$210K 0.14%
+680
135
$208K 0.14%
6,740
-6,356
136
$206K 0.14%
+3,542
137
$205K 0.14%
2,908
-200
138
$201K 0.13%
+1,224
139
$200K 0.13%
5,906
-732
140
$193K 0.13%
12,124
-1,200
141
$169K 0.11%
44,512
-712
142
$161K 0.11%
26,412
-3,130
143
$158K 0.1%
37,388
-4,505
144
$157K 0.1%
30,678
+18,371
145
$157K 0.1%
11,301
-52
146
$154K 0.1%
27,614
-3,068
147
$153K 0.1%
10,953
-1,419
148
$138K 0.09%
23,575
-4,480
149
$130K 0.09%
27,240
-2,796
150
$116K 0.08%
22,862
-10,500
3 4 5
6
7