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
1
$5.27M 3.48%
27,587
+1,200
2
$5.04M 3.32%
76,739
+6,716
3
$4.2M 2.77%
511,080
-6,930
4
$4.12M 2.72%
22,845
-100
5
$3.6M 2.37%
51,569
-110
6
$3.56M 2.35%
152,828
-13,760
7
$3.15M 2.08%
462,465
-13,443
8
$3.05M 2.01%
48,655
-2,520
9
$3.02M 1.99%
65,967
-1,892
10
$2.95M 1.95%
27,062
-1,222
11
$2.77M 1.83%
183,819
+12,096
12
$2.71M 1.79%
96,056
-1,000
13
$2.65M 1.75%
25,370
+1,110
14
$2.25M 1.49%
123,156
-5,529
15
$1.99M 1.31%
44,887
-2,921
16
$1.99M 1.31%
37,648
-994
17
$1.98M 1.3%
57,567
-1,657
18
$1.91M 1.26%
75,750
+2,600
19
$1.82M 1.2%
50,945
-6,000
20
$1.82M 1.2%
19,791
-835
21
$1.82M 1.2%
33,789
-2,521
22
$1.82M 1.2%
40,591
-1,558
23
$1.77M 1.17%
8,037
+363
24
$1.64M 1.08%
12,776
-383
25
$1.59M 1.05%
4,228
-515
1
2 3 4 5