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
$189M
AUM Growth
+$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$563K
2
+$536K
3
+$482K
4
RVI
Retail Value Inc. Common Shares
RVI
+$380K
5
AUPH icon
Aurinia Pharmaceuticals
AUPH
+$354K

Top Sells

1
+$701K
2
+$694K
3
+$559K
4
B
Barnes Group Inc.
B
+$372K
5
MSTR icon
Strategy Inc
MSTR
+$296K

Sector Composition

1 Technology 28.98%
2 Industrials 12.62%
3 Consumer Discretionary 12.42%
4 Healthcare 10.01%
5 Financials 9.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.61M 0.85%
28,346
-269
27
$1.61M 0.85%
69,188
-667
28
$1.61M 0.85%
6,770
+38
29
$1.59M 0.84%
25,839
+158
30
$1.59M 0.84%
17,114
+72
31
$1.58M 0.84%
58,216
+4,100
32
$1.58M 0.83%
8,639
-171
33
$1.57M 0.83%
106,435
-1,201
34
$1.57M 0.83%
30,031
-81
35
$1.56M 0.82%
17,545
36
$1.51M 0.8%
11,702
-37
37
$1.51M 0.8%
7,137
-96
38
$1.49M 0.79%
6,336
+799
39
$1.48M 0.78%
39,751
-190
40
$1.48M 0.78%
34,323
+132
41
$1.45M 0.77%
20,269
+176
42
$1.45M 0.77%
9,193
+339
43
$1.37M 0.72%
36,007
-40
44
$1.31M 0.69%
49,133
+431
45
$1.29M 0.68%
3,117
+127
46
$1.28M 0.68%
12,937
+110
47
$1.27M 0.67%
25,656
-7,500
48
$1.27M 0.67%
16,749
+141
49
$1.26M 0.67%
74,673
+1,204
50
$1.22M 0.64%
9,559
-95
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2
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