IIM

Ironwood Investment Management Portfolio holdings

AUM $238M
1-Year Est. Return 32.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.48%
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
+$3.63M
2
+$1.73M
3
+$1.59M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.23M
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$1.2M

Top Sells

1
+$1.5M
2
+$1.4M
3
+$1.18M
4
BDC icon
Belden
BDC
+$884K
5
TTMI icon
TTM Technologies
TTMI
+$818K

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
151
$27K 0.03%
11,409
+23
152
$12K 0.01%
10,119
-250
153
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-4,597
154
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-6,400
155
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-2,050
156
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-15,776
157
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-15,623
158
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-4,841
159
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-6,715
160
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-960
161
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-5,316
162
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-2,953
163
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-8,031
164
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-12,277
165
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-24,370
166
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-36,825
3 4 5 6
7