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
$140M
AUM Growth
-$2.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$841K
2
+$683K
3
+$443K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$438K
5
RBBN icon
Ribbon Communications
RBBN
+$293K

Top Sells

1
+$1.38M
2
+$1.25M
3
+$910K
4
KLIC icon
Kulicke & Soffa
KLIC
+$684K
5
GVA icon
Granite Construction
GVA
+$640K

Sector Composition

1 Technology 28.36%
2 Industrials 16.54%
3 Financials 13.7%
4 Consumer Discretionary 10.9%
5 Materials 6.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.52M 1.09%
37,717
-126
27
$1.49M 1.07%
24,213
-28
28
$1.48M 1.06%
13,712
-40
29
$1.48M 1.06%
47,453
-223
30
$1.37M 0.98%
57,887
-248
31
$1.34M 0.96%
70,453
-134
32
$1.34M 0.96%
66,583
-1,315
33
$1.28M 0.91%
10,866
-35
34
$1.27M 0.91%
18,071
-39
35
$1.16M 0.83%
13,839
-54
36
$1.14M 0.81%
67,433
37
$1.11M 0.79%
61,091
-289
38
$1.1M 0.79%
15,894
-47
39
$1.09M 0.78%
69,884
-516
40
$1.06M 0.76%
17,649
41
$1.06M 0.76%
7,211
42
$996K 0.71%
8,941
-74
43
$983K 0.7%
127,620
-1,084
44
$980K 0.7%
27,431
-48
45
$977K 0.7%
11,684
-445
46
$975K 0.7%
13,506
-30
47
$967K 0.69%
6,203
48
$953K 0.68%
62,511
-1,649
49
$933K 0.67%
41,145
-17
50
$925K 0.66%
48,801
-202
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2
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