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
$198M
AUM Growth
+$8.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$468K
2
+$439K
3
+$288K
4
BHR
Braemar Hotels & Resorts
BHR
+$124K
5
CSCO icon
Cisco
CSCO
+$79.5K

Top Sells

1
+$218K
2
+$189K
3
+$160K
4
FRPT icon
Freshpet
FRPT
+$121K
5
GS icon
Goldman Sachs
GS
+$114K

Sector Composition

1 Technology 30.14%
2 Consumer Discretionary 12.3%
3 Industrials 11.98%
4 Healthcare 10.13%
5 Financials 9.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.77M 0.89%
9,507
+314
27
$1.75M 0.88%
6,460
+124
28
$1.73M 0.88%
7,097
-40
29
$1.73M 0.88%
6,775
+5
30
$1.71M 0.86%
39,044
-707
31
$1.68M 0.85%
8,569
-70
32
$1.62M 0.82%
48,044
-1,089
33
$1.58M 0.8%
73,458
-1,215
34
$1.58M 0.8%
29,686
-345
35
$1.56M 0.79%
11,540
-162
36
$1.55M 0.78%
17,545
37
$1.54M 0.78%
25,345
-494
38
$1.5M 0.76%
19,074
-446
39
$1.49M 0.75%
58,216
40
$1.46M 0.74%
6,750
-147
41
$1.44M 0.73%
27,957
-389
42
$1.44M 0.73%
129,072
-1,561
43
$1.38M 0.69%
84,329
-1,152
44
$1.35M 0.68%
68,240
-948
45
$1.35M 0.68%
3,224
+107
46
$1.34M 0.68%
9,559
47
$1.32M 0.67%
35,543
-464
48
$1.31M 0.66%
25,656
49
$1.31M 0.66%
33,979
-344
50
$1.29M 0.65%
105,091
-1,344
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