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
1
$9.39M 5.41%
376,590
-133,880
2
$7.32M 4.22%
33,253
+5,140
3
$6.49M 3.74%
89,508
+12,441
4
$5.29M 3.05%
476,965
+14,500
5
$5.19M 2.99%
20,127
-2,718
6
$4.11M 2.37%
49,329
-1,132
7
$3.66M 2.11%
194,080
+327
8
$3.63M 2.09%
25,370
9
$3.42M 1.97%
156,664
-344
10
$3.07M 1.77%
90,056
-3,000
11
$3.06M 1.77%
48,032
+1,146
12
$3.03M 1.75%
116,411
-2,541
13
$2.8M 1.62%
201,681
-606
14
$2.71M 1.56%
19,555
-550
15
$2.5M 1.44%
38,058
+662
16
$2.39M 1.38%
12,463
-355
17
$2.32M 1.34%
25,876
-468
18
$2.2M 1.27%
26,558
-617
19
$2.17M 1.25%
88,188
-1,714
20
$2.17M 1.25%
54,247
-1,141
21
$2.09M 1.2%
8,194
+129
22
$2.07M 1.19%
63,561
-415
23
$2.02M 1.17%
49,734
+12,626
24
$1.93M 1.11%
5,679
-234
25
$1.92M 1.11%
47,695
-3,250
1
2 3 4 5