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
151
$88.7K 0.06%
792
-22
152
$80K 0.05%
425
-44
153
$64.2K 0.04%
12,564
-1,326
154
$50.4K 0.03%
18,054
-2,646
155
$19.4K 0.01%
55,131
-10,049
156
$18.6K 0.01%
44,230
-2,516
157
– –
-1,713
158
– –
-19,161
159
– –
-7,788
160
– –
-22,329
161
– –
-5,971
162
– –
-9,376
163
– –
-34,261
164
– –
-17,130
165
– –
-9,875
3 4 5 6
7