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
$99.9M
AUM Growth
-$44.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$3.02M
2
+$1.32M
3
+$1.25M
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$1.01M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$993K

Top Sells

1
+$1.4M
2
+$1.18M
3
+$852K
4
BDC icon
Belden
BDC
+$696K
5
IFF icon
International Flavors & Fragrances
IFF
+$686K

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
1
$3.6M 3.61%
101,180
-4,482
2
$3.13M 3.13%
43,853
-1,478
3
$3.02M 3.03%
+23,460
4
$2.59M 2.6%
40,611
-1,992
5
$2.13M 2.13%
146,697
-6,292
6
$1.76M 1.76%
169,985
-62,224
7
$1.65M 1.65%
36,948
-1,216
8
$1.63M 1.64%
46,396
-1,962
9
$1.61M 1.61%
59,432
-4,363
10
$1.51M 1.51%
152,612
-85,968
11
$1.37M 1.37%
26,339
-7,275
12
$1.36M 1.36%
87,891
-4,328
13
$1.34M 1.34%
50,646
-24,013
14
$1.32M 1.32%
+8,912
15
$1.32M 1.32%
31,606
-4,400
16
$1.27M 1.28%
28,796
+2,750
17
$1.25M 1.25%
+17,695
18
$1.23M 1.23%
92,315
-6,700
19
$1.21M 1.22%
33,055
-1,127
20
$1.2M 1.2%
564,090
-155,220
21
$1.17M 1.18%
108,089
-7,049
22
$1.13M 1.13%
7,821
-93
23
$1.09M 1.09%
12,025
-407
24
$1.05M 1.06%
9,943
+2,923
25
$1.05M 1.05%
54,664
-1,783
1
2 3 4 5