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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
$240M
AUM Growth
+$1.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$1.55M
2
+$1.2M
3
+$1.18M
4
GSHD icon
Goosehead Insurance
GSHD
+$1.14M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$1.07M

Top Sells

1
+$4.7M
2
+$1.23M
3
+$827K
4
CHD icon
Church & Dwight Co
CHD
+$807K
5
KOP icon
Koppers
KOP
+$602K

Sector Composition

1 Technology 20.96%
2 Industrials 15.56%
3 Consumer Discretionary 10.42%
4 Financials 10.35%
5 Healthcare 9.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SHOO icon
51
Steven Madden
SHOO
$3.23B
$1.41M 0.59%
41,676
-446
FAST icon
52
Fastenal
FAST
$52.8B
$1.37M 0.57%
29,631
-1,408
UFPI icon
53
UFP Industries
UFPI
$4.64B
$1.36M 0.57%
14,725
+25
CBT icon
54
Cabot Corp
CBT
$4.29B
$1.35M 0.56%
17,966
-185
BDC icon
55
Belden
BDC
$4.12B
$1.35M 0.56%
11,751
SCHE icon
56
Schwab Emerging Markets Equity ETF
SCHE
$12.2B
$1.3M 0.54%
39,470
+31,270
LXU icon
57
LSB Industries
LXU
$855M
$1.27M 0.53%
85,224
+3,557
NATL icon
58
NCR Atleos
NATL
$3.25B
$1.22M 0.51%
27,908
BBT
59
Beacon Financial Corp
BBT
$2.49B
$1.21M 0.5%
40,327
+15,839
ACIW icon
60
ACI Worldwide
ACIW
$4.45B
$1.17M 0.49%
28,563
-441
ONTO icon
61
Onto Innovation
ONTO
$13.4B
$1.17M 0.49%
5,688
-64
PGR icon
62
Progressive
PGR
$119B
$1.13M 0.47%
5,699
-59
TPH
63
DELISTED
Tri Pointe Homes
TPH
$1.12M 0.47%
23,975
-236
PGY icon
64
Pagaya Technologies
PGY
$1.2B
$1.1M 0.46%
94,311
+34,808
HBAN icon
65
Huntington Bancshares
HBAN
$34.1B
$1.1M 0.46%
+70,078
KRNT icon
66
Kornit Digital
KRNT
$710M
$1.08M 0.45%
73,655
-618
CSV icon
67
Carriage Services
CSV
$635M
$1.07M 0.45%
23,468
ADP icon
68
Automatic Data Processing
ADP
$92.4B
$1.06M 0.44%
5,235
-249
AVBC
69
Avidia Bancorp
AVBC
$373M
$1.05M 0.44%
53,635
-551
V icon
70
Visa
V
$614B
$1.03M 0.43%
3,392
-160
ZETA icon
71
Zeta Global
ZETA
$4.97B
$1.02M 0.43%
64,177
-969
BHR
72
Braemar Hotels & Resorts
BHR
$174M
$1.02M 0.42%
431,444
DNLI icon
73
Denali Therapeutics
DNLI
$3.27B
$1,000K 0.42%
52,062
+1,129
ZTS icon
74
Zoetis
ZTS
$34.1B
$976K 0.41%
8,259
-384
PNFP icon
75
Pinnacle Financial Partners Inc
PNFP
$14.1B
$976K 0.41%
11,327
1 2
3
4 5