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
126
$265K 0.15%
11,730
-294
127
$261K 0.15%
+8,872
128
$259K 0.15%
41,230
-1,090
129
$255K 0.15%
11,301
130
$253K 0.15%
8,557
131
$250K 0.14%
+2,100
132
$249K 0.14%
1,330
-2,298
133
$237K 0.14%
9,640
134
$234K 0.13%
+814
135
$232K 0.13%
680
136
$231K 0.13%
6,740
137
$226K 0.13%
1,238
138
$225K 0.13%
2,348
-42
139
$225K 0.13%
507
140
$216K 0.12%
4,847
141
$208K 0.12%
7,265
142
$207K 0.12%
6,172
-123
143
$197K 0.11%
11,744
144
$173K 0.1%
15,758
-234
145
$172K 0.1%
6,384
-432
146
$158K 0.09%
44,512
147
$157K 0.09%
+11,500
148
$150K 0.09%
28,831
-904
149
$142K 0.08%
23,575
150
$134K 0.08%
27,610
-587
3 4 5
6
7