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IIM

Ironwood Investment Management Portfolio holdings

AUM $240M
1-Year Est. Return 45.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+45.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$240M
AUM Growth
+$1.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$1.55M
2
+$1.2M
3
+$1.18M
4
GSHD icon
Goosehead Insurance
GSHD
+$1.14M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$1.07M

Top Sells

1
+$4.7M
2
+$1.23M
3
+$827K
4
CHD icon
Church & Dwight Co
CHD
+$807K
5
KOP icon
Koppers
KOP
+$602K

Sector Composition

1 Technology 20.96%
2 Industrials 15.56%
3 Consumer Discretionary 10.42%
4 Financials 10.35%
5 Healthcare 9.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EXTR icon
26
Extreme Networks
EXTR
$3.74B
$2.43M 1.01%
161,362
+58,048
SMCI icon
27
Super Micro Computer
SMCI
$17.6B
$2.38M 0.99%
104,318
-563
PI icon
28
Impinj
PI
$3.74B
$2.33M 0.97%
22,710
+6,056
KOP icon
29
Koppers
KOP
$802M
$2.3M 0.96%
59,416
-18,000
FNV icon
30
Franco-Nevada
FNV
$40.2B
$2.3M 0.96%
9,302
+492
BBSI icon
31
Barrett Business Services
BBSI
$843M
$2.17M 0.91%
74,489
-343
CVGI icon
32
Commercial Vehicle Group
CVGI
$168M
$2.17M 0.91%
637,040
WTS icon
33
Watts Water Technologies
WTS
$10.5B
$2.09M 0.87%
7,209
-79
FRPT icon
34
Freshpet
FRPT
$2.49B
$2.08M 0.87%
35,207
+104
NPKI
35
NPK International
NPKI
$1.23B
$2.04M 0.85%
140,616
-1,282
WSM icon
36
Williams-Sonoma
WSM
$24.4B
$1.99M 0.83%
10,926
+49
ATRO icon
37
Astronics
ATRO
$2.95B
$1.96M 0.82%
29,407
-386
PFE icon
38
Pfizer
PFE
$146B
$1.82M 0.76%
64,890
+9,700
IWM icon
39
iShares Russell 2000 ETF
IWM
$77.9B
$1.8M 0.75%
7,244
-18,228
EVLV icon
40
Evolv Technologies
EVLV
$1.05B
$1.76M 0.73%
290,388
-5,050
CSCO icon
41
Cisco
CSCO
$468B
$1.72M 0.72%
22,200
-97
TDY icon
42
Teledyne Technologies
TDY
$27.9B
$1.68M 0.7%
2,772
-129
AUPH icon
43
Aurinia Pharmaceuticals
AUPH
$2.01B
$1.68M 0.7%
113,066
-1,554
THG icon
44
Hanover Insurance
THG
$6.91B
$1.6M 0.67%
9,237
-78
GT icon
45
Goodyear
GT
$1.69B
$1.59M 0.66%
240,000
+8,000
GOOGL icon
46
Alphabet (Google) Class A
GOOGL
$4.35T
$1.55M 0.65%
5,394
-239
CEPT
47
Cantor Equity Partners II
CEPT
$361M
$1.48M 0.62%
+135,611
MSFT icon
48
Microsoft
MSFT
$2.95T
$1.47M 0.61%
3,966
-145
KSS icon
49
Kohl's
KSS
$1.8B
$1.46M 0.61%
112,800
+2,000
IBM icon
50
IBM
IBM
$256B
$1.44M 0.6%
5,944
+120
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