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
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
– –
-915
161
– –
-3,957
162
– –
-4,847
163
– –
-7,517
164
– –
-6,073
165
– –
-55
3 4 5 6
7