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
$108M
AUM Growth
-$35.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$637K
2
+$583K
3
+$514K
4
DY icon
Dycom Industries
DY
+$403K
5
GE icon
GE Aerospace
GE
+$392K

Top Sells

1
+$2.54M
2
+$1.85M
3
+$959K
4
CVU icon
CPI Aerostructures
CVU
+$491K
5
TREC
Trecora Resources
TREC
+$479K

Sector Composition

1 Technology 30.66%
2 Industrials 17.42%
3 Financials 14.24%
4 Consumer Discretionary 9.63%
5 Healthcare 7.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.25M 1.16%
58,557
-3,548
27
$1.19M 1.1%
76,143
-4,541
28
$1.18M 1.09%
83,317
29
$1.16M 1.07%
60,298
-320
30
$1.12M 1.04%
40,490
-244
31
$1.06M 0.98%
33,469
-168
32
$1.06M 0.98%
36,997
-348
33
$1M 0.93%
23,413
-94
34
$980K 0.91%
21,255
-4,953
35
$975K 0.9%
159,776
-34,499
36
$957K 0.89%
693,560
+228,060
37
$939K 0.87%
238
38
$880K 0.81%
16,289
+7,463
39
$879K 0.81%
10,775
-11
40
$876K 0.81%
35,725
41
$799K 0.74%
11,719
+35
42
$786K 0.73%
7,229
+39
43
$767K 0.71%
37,271
-411
44
$761K 0.7%
16,209
+135
45
$749K 0.69%
26,575
-89
46
$735K 0.68%
18,550
47
$732K 0.68%
47,851
-92
48
$708K 0.66%
68,368
-784
49
$688K 0.64%
6,228
+40
50
$684K 0.63%
16,508
+121
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