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
$540M
AUM Growth
-$8.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$6.51M
2
+$2.88M
3
+$2.27M
4
RAIL icon
FreightCar America
RAIL
+$1.85M
5
ASYS icon
Amtech Systems
ASYS
+$1.34M

Top Sells

1
+$9.4M
2
+$8.4M
3
+$3.26M
4
VOLC
VOLCANO CORPORATION COM STK
VOLC
+$3.13M
5
DY icon
Dycom Industries
DY
+$3.05M

Sector Composition

1 Technology 20.21%
2 Industrials 18.39%
3 Consumer Discretionary 12.11%
4 Financials 11.58%
5 Healthcare 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.94M 1.29%
480,952
-32,132
27
$6.76M 1.25%
265,615
-17,936
28
$6.72M 1.24%
97,995
-6,966
29
$6.64M 1.23%
435,101
-30,881
30
$6.51M 1.21%
+300,630
31
$6.46M 1.2%
319,851
-2,726
32
$6.38M 1.18%
240,055
-15,700
33
$6.33M 1.17%
114,982
-8,113
34
$6.21M 1.15%
408,288
-28,558
35
$6.16M 1.14%
322,349
+63,802
36
$6.15M 1.14%
691,998
-49,254
37
$5.91M 1.09%
217,321
-14,365
38
$5.9M 1.09%
253,920
-8,819
39
$5.77M 1.07%
116,175
-8,428
40
$5.54M 1.02%
59,881
-3,822
41
$5.51M 1.02%
268,057
-17,516
42
$5.45M 1.01%
173,946
-11,203
43
$5.4M 1%
1,709,568
+17,780
44
$5.39M 1%
1,071,183
-9,412
45
$5.33M 0.99%
859,784
-43,445
46
$5.16M 0.96%
424,980
-268,647
47
$5.05M 0.94%
399,313
-26,854
48
$4.87M 0.9%
280,714
+20,785
49
$4.76M 0.88%
538,344
-36,957
50
$4.55M 0.84%
324,575
-75,399
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