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
$150M
AUM Growth
-$34.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$599K
2
+$353K
3
+$297K
4
AEM icon
Agnico Eagle Mines
AEM
+$279K
5
MQ icon
Marqeta
MQ
+$239K

Top Sells

1
+$506K
2
+$429K
3
+$423K
4
CAR icon
Avis
CAR
+$347K
5
SNAP icon
Snap
SNAP
+$320K

Sector Composition

1 Technology 28.82%
2 Industrials 14.86%
3 Healthcare 11.61%
4 Consumer Discretionary 10.95%
5 Financials 9.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.6M 1.07%
56,945
27
$1.6M 1.07%
4,893
-395
28
$1.54M 1.03%
8,946
+53
29
$1.53M 1.02%
5,947
-278
30
$1.51M 1.01%
29,326
-167
31
$1.48M 0.99%
13,123
+10
32
$1.34M 0.89%
133,155
+38
33
$1.34M 0.89%
311,724
34
$1.29M 0.87%
40,194
+32
35
$1.29M 0.86%
24,645
-6,000
36
$1.27M 0.85%
59,539
+33
37
$1.25M 0.84%
43,802
+15
38
$1.22M 0.82%
16,201
+444
39
$1.21M 0.81%
19,022
+10
40
$1.21M 0.81%
5,771
+18
41
$1.19M 0.79%
152,549
+94
42
$1.18M 0.79%
21,192
+170
43
$1.16M 0.78%
16,055
44
$1.16M 0.78%
17,037
+17
45
$1.15M 0.77%
128,506
-467
46
$1.14M 0.76%
3,039
+20
47
$1.12M 0.75%
6,761
48
$1.11M 0.74%
7,839
-1,200
49
$1.07M 0.72%
25,700
+1,073
50
$1.06M 0.71%
6,324
+90
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2
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