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
$143M
AUM Growth
-$6.59M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$650K
2
+$617K
3
+$370K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$294K
5
BND icon
Vanguard Total Bond Market
BND
+$250K

Top Sells

1
+$300K
2
+$285K
3
+$254K
4
ALGN icon
Align Technology
ALGN
+$217K
5
BXMT icon
Blackstone Mortgage Trust
BXMT
+$208K

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
151
$122K 0.09%
30,036
+78
152
$105K 0.07%
814
+2
153
$105K 0.07%
45,224
154
$93K 0.07%
12,307
155
$88K 0.06%
469
-2
156
$80K 0.06%
34,261
157
$59K 0.04%
65,180
+161
158
$46K 0.03%
20,700
+53
159
$36K 0.03%
46,746
160
– –
-4,847
161
– –
-915
162
– –
-3,957
163
– –
-7,517
164
– –
-6,073
165
– –
-55
3 4 5 6
7