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
$108M
AUM Growth
-$35.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$637K
2
+$583K
3
+$514K
4
DY icon
Dycom Industries
DY
+$403K
5
GE icon
GE Aerospace
GE
+$392K

Top Sells

1
+$2.54M
2
+$1.85M
3
+$959K
4
CVU icon
CPI Aerostructures
CVU
+$491K
5
TREC
Trecora Resources
TREC
+$479K

Sector Composition

1 Technology 30.66%
2 Industrials 17.42%
3 Financials 14.24%
4 Consumer Discretionary 9.63%
5 Healthcare 7.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$678K 0.63%
20,055
-88
52
$666K 0.62%
30,854
-657
53
$660K 0.61%
10,937
54
$654K 0.61%
44,460
-295
55
$651K 0.6%
6,668
56
$650K 0.6%
24,864
-339
57
$649K 0.6%
11,442
+3,876
58
$641K 0.59%
23,750
+7,274
59
$637K 0.59%
+4,759
60
$637K 0.59%
9,871
-168
61
$636K 0.59%
15,452
-254
62
$636K 0.59%
7,438
-228
63
$632K 0.58%
17,423
+10,814
64
$626K 0.58%
14,454
65
$614K 0.57%
69,482
+27,270
66
$606K 0.56%
2,928
-87
67
$583K 0.54%
+9,144
68
$581K 0.54%
26,611
-1,960
69
$574K 0.53%
90,783
-10,308
70
$567K 0.52%
9,339
+70
71
$565K 0.52%
4,375
-8
72
$564K 0.52%
21,711
-375
73
$557K 0.52%
3,337
-1,196
74
$542K 0.5%
40,698
-33,777
75
$533K 0.49%
26,066
+230
1 2
3
4 5