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IIM

Ironwood Investment Management Portfolio holdings

AUM $240M
1-Year Est. Return 45.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+45.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$229M
AUM Growth
+$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$1.27M
2
+$919K
3
+$855K
4
AVBC
Avidia Bancorp
AVBC
+$822K
5
SM icon
SM Energy
SM
+$601K

Top Sells

1
+$1.79M
2
+$809K
3
+$374K
4
TGT icon
Target
TGT
+$295K
5
NATL icon
NCR Atleos
NATL
+$281K

Sector Composition

1 Technology 23.48%
2 Industrials 16.1%
3 Consumer Discretionary 10.81%
4 Financials 9.21%
5 Healthcare 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.14M 0.93%
103,460
-604
27
$2.13M 0.93%
10,896
-95
28
$2.12M 0.93%
4,101
-12
29
$2.04M 0.89%
7,306
-66
30
$2.04M 0.89%
29,797
31
$1.96M 0.86%
34,061
-311
32
$1.96M 0.86%
35,586
+19
33
$1.9M 0.83%
8,513
+201
34
$1.79M 0.78%
5,973
-36
35
$1.77M 0.77%
59,627
-470
36
$1.69M 0.74%
2,892
-10
37
$1.69M 0.74%
9,331
-69
38
$1.68M 0.73%
5,949
-480
39
$1.63M 0.71%
105,800
40
$1.62M 0.71%
217,000
+40,000
41
$1.61M 0.7%
142,154
-1,045
42
$1.6M 0.7%
5,467
-18
43
$1.55M 0.68%
31,218
-217
44
$1.53M 0.67%
29,042
-163
45
$1.52M 0.66%
30,929
-105
46
$1.48M 0.65%
1,529
+757
47
$1.43M 0.62%
5,783
-40
48
$1.41M 0.62%
11,751
49
$1.41M 0.62%
42,210
-328
50
$1.41M 0.62%
56,490
+22,300
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2
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