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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
$689M
AUM Growth
-$29.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$9.1M
2
+$7.89M
3
+$2.33M
4
SODA
SodaStream International Ltd
SODA
+$2.26M
5
FNFG
FIRST NIAGARA FINANCIAL GROUP INC
FNFG
+$2.16M

Top Sells

1
+$11.7M
2
+$4.62M
3
+$3.38M
4
SAVE
Spirit Airlines, Inc.
SAVE
+$1.33M
5
CSII
Cardiovascular Systems, Inc.
CSII
+$1.28M

Sector Composition

1 Industrials 19.49%
2 Technology 15.78%
3 Financials 12.07%
4 Consumer Discretionary 11.72%
5 Healthcare 6.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.17M 1.33%
1,581,722
+1,433,756
27
$9.1M 1.32%
348,039
+313,196
28
$9.09M 1.32%
263,049
-18,668
29
$9.06M 1.31%
234,370
-16,808
30
$8.96M 1.3%
283,499
-21,869
31
$8.95M 1.3%
291,922
+52,117
32
$8.92M 1.29%
774,078
-57,182
33
$8.86M 1.29%
361,661
-25,973
34
$8.79M 1.28%
164,496
-11,700
35
$8.53M 1.24%
108,307
-7,873
36
$8.52M 1.24%
956,162
-70,404
37
$8.29M 1.2%
654,784
-45,652
38
$8.12M 1.18%
398,494
-30,101
39
$8.04M 1.17%
361,557
-24,867
40
$7.75M 1.12%
676,922
-47,589
41
$7.36M 1.07%
578,463
-42,567
42
$7.31M 1.06%
263,050
-17,902
43
$7.3M 1.06%
772,059
+233,219
44
$7.29M 1.06%
432,585
-15,792
45
$7.14M 1.04%
327,543
-15,746
46
$7.08M 1.03%
453,652
-29,394
47
$6.75M 0.98%
213,134
-16,584
48
$6.71M 0.97%
409,440
-29,826
49
$6.65M 0.96%
227,762
-9,025
50
$6.43M 0.93%
332,576
-23,355
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