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
$242M
AUM Growth
-$29.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$2.04M
2
+$1.93M
3
+$1.04M
4
DFRG
Del Frisco's Restaurant Group, Inc. Common Stock
DFRG
+$948K
5
TTMI icon
TTM Technologies
TTMI
+$514K

Top Sells

1
+$5.82M
2
+$1.22M
3
+$1.04M
4
MRCY icon
Mercury Systems
MRCY
+$1.01M
5
DY icon
Dycom Industries
DY
+$1M

Sector Composition

1 Technology 22.66%
2 Industrials 18.41%
3 Consumer Discretionary 11.41%
4 Financials 10.7%
5 Healthcare 9.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.92M 1.21%
136,695
-27,755
27
$2.78M 1.15%
175,344
-14,343
28
$2.76M 1.14%
91,400
-17,023
29
$2.75M 1.13%
401,682
-80,941
30
$2.7M 1.11%
146,659
-33,476
31
$2.64M 1.09%
96,164
-22,852
32
$2.63M 1.08%
109,473
-23,809
33
$2.62M 1.08%
250,005
-91,111
34
$2.6M 1.07%
239,822
-53,751
35
$2.55M 1.05%
233,940
-38,600
36
$2.54M 1.05%
28,483
-5,429
37
$2.53M 1.04%
385,748
-81,450
38
$2.51M 1.04%
194,798
+10,049
39
$2.42M 1%
122,275
-25,358
40
$2.42M 1%
100,790
-20,360
41
$2.41M 0.99%
129,190
-29,124
42
$2.39M 0.99%
48,199
-11,505
43
$2.36M 0.97%
41,874
-10,070
44
$2.36M 0.97%
141,826
-31,263
45
$2.33M 0.96%
141,865
+63,455
46
$2.17M 0.89%
205,859
-48,420
47
$2.1M 0.87%
121,676
-24,199
48
$2.04M 0.84%
+97,138
49
$2.03M 0.84%
121,495
-28,415
50
$2.02M 0.83%
178,423
-44,150
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