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
151
$122K 0.07%
30,678
152
$119K 0.07%
26,230
-2,909
153
$110K 0.06%
22,862
154
$79.3K 0.05%
28,530
-213
155
$70.1K 0.04%
2,862
-139
156
$55.5K 0.03%
19,895
-48
157
$53.4K 0.03%
441
-18
158
$32.5K 0.02%
13,172
-3,093
159
$32K 0.02%
60,370
-3,301
160
– –
-5,742
161
– –
-8,209
162
– –
-44,230
3 4 5 6
7