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
$540M
AUM Growth
-$8.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$6.51M
2
+$2.88M
3
+$2.27M
4
RAIL icon
FreightCar America
RAIL
+$1.85M
5
ASYS icon
Amtech Systems
ASYS
+$1.34M

Top Sells

1
+$9.4M
2
+$8.4M
3
+$3.26M
4
VOLC
VOLCANO CORPORATION COM STK
VOLC
+$3.13M
5
DY icon
Dycom Industries
DY
+$3.05M

Sector Composition

1 Technology 20.21%
2 Industrials 18.39%
3 Consumer Discretionary 12.11%
4 Financials 11.58%
5 Healthcare 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.53M 0.84%
497,347
-33,283
52
$4.44M 0.82%
297,208
-20,849
53
$4.43M 0.82%
159,840
-10,622
54
$4.36M 0.81%
350,927
-23,634
55
$4.27M 0.79%
65,321
-4,638
56
$4.14M 0.77%
610,933
+13,614
57
$4.14M 0.77%
193,963
-12,986
58
$4.03M 0.75%
422,504
-28,513
59
$4.02M 0.74%
340,142
-20,783
60
$3.97M 0.73%
126,186
+58,885
61
$3.65M 0.68%
415,645
-29,281
62
$3.65M 0.68%
246,202
-20,851
63
$3.65M 0.68%
205,037
-14,625
64
$3.49M 0.65%
419,510
-29,827
65
$3.42M 0.63%
23,525
-1,683
66
$3.37M 0.62%
353,110
-32,864
67
$3.15M 0.58%
201,506
+24,863
68
$3.09M 0.57%
14,484
-1,040
69
$2.96M 0.55%
476,684
+60,917
70
$2.9M 0.54%
154,439
-11,000
71
$2.88M 0.53%
+422,976
72
$2.78M 0.51%
234,004
+29,587
73
$2.73M 0.51%
113,317
-8,104
74
$2.55M 0.47%
137,907
-10,140
75
$2.48M 0.46%
231,240
+2,680
1 2
3
4 5