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
$184M
AUM Growth
-$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$868K
2
+$845K
3
+$780K
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$660K
5
WSFS icon
WSFS Financial
WSFS
+$611K

Top Sells

1
+$882K
2
+$730K
3
+$655K
4
JNJ icon
Johnson & Johnson
JNJ
+$636K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$589K

Sector Composition

1 Technology 29.69%
2 Industrials 13.61%
3 Consumer Discretionary 11.69%
4 Healthcare 10.59%
5 Financials 9.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.88M 3.2%
53,405
-50
2
$5.88M 3.19%
25,817
+3,813
3
$4.45M 2.42%
73,650
4
$4.36M 2.37%
515,608
5
$4.3M 2.34%
58,485
+8,966
6
$4.16M 2.26%
51,779
+355
7
$3.94M 2.14%
23,445
8
$3.82M 2.08%
37,261
+1,052
9
$3.82M 2.08%
94,774
+1,306
10
$3.33M 1.81%
172,132
+372
11
$2.87M 1.56%
24,210
+720
12
$2.74M 1.49%
42,499
+256
13
$2.72M 1.48%
98,856
14
$2.56M 1.39%
36,346
+764
15
$2.54M 1.38%
171,593
+371
16
$2.54M 1.38%
68,962
-97
17
$2.52M 1.37%
30,590
+165
18
$2.3M 1.25%
93,440
19
$2.06M 1.12%
47,559
+167
20
$2.04M 1.11%
536,390
+3,070
21
$1.98M 1.08%
7,538
+1,055
22
$1.93M 1.05%
20,562
+202
23
$1.93M 1.05%
311,724
24
$1.92M 1.04%
6,225
-264
25
$1.79M 0.98%
28,245
-24
1
2 3 4 5