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
$140M
AUM Growth
-$2.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$841K
2
+$683K
3
+$443K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$438K
5
RBBN icon
Ribbon Communications
RBBN
+$293K

Top Sells

1
+$1.38M
2
+$1.25M
3
+$910K
4
KLIC icon
Kulicke & Soffa
KLIC
+$684K
5
GVA icon
Granite Construction
GVA
+$640K

Sector Composition

1 Technology 28.36%
2 Industrials 16.54%
3 Financials 13.7%
4 Consumer Discretionary 10.9%
5 Materials 6.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$897K 0.64%
22,709
+10
52
$889K 0.64%
42,535
-244
53
$873K 0.62%
107,139
-3,373
54
$854K 0.61%
22,708
+37
55
$842K 0.6%
185,865
-6,312
56
$836K 0.6%
124,085
-21,475
57
$834K 0.6%
39,011
-40
58
$826K 0.59%
26,262
+45
59
$822K 0.59%
46,607
+32
60
$808K 0.58%
31,845
-106
61
$802K 0.57%
57,559
-3,619
62
$799K 0.57%
17,950
63
$779K 0.56%
38,285
64
$775K 0.55%
20,465
-82
65
$775K 0.55%
10,199
-71
66
$765K 0.55%
365,500
67
$763K 0.55%
59,764
-2,252
68
$753K 0.54%
147,567
+48,711
69
$744K 0.53%
16,124
-50
70
$730K 0.52%
5,227
+35
71
$719K 0.51%
35,764
-115
72
$713K 0.51%
6,668
73
$713K 0.51%
28,109
-37
74
$712K 0.51%
31,600
-804
75
$683K 0.49%
+38,251
1 2
3
4 5