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
$189M
AUM Growth
+$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$563K
2
+$536K
3
+$482K
4
RVI
Retail Value Inc. Common Shares
RVI
+$380K
5
AUPH icon
Aurinia Pharmaceuticals
AUPH
+$354K

Top Sells

1
+$701K
2
+$694K
3
+$559K
4
B
Barnes Group Inc.
B
+$372K
5
MSTR icon
Strategy Inc
MSTR
+$296K

Sector Composition

1 Technology 28.98%
2 Industrials 12.62%
3 Consumer Discretionary 12.42%
4 Healthcare 10.01%
5 Financials 9.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.2M 0.63%
7,848
52
$1.18M 0.63%
6,897
-4,041
53
$1.18M 0.62%
62,153
-1,881
54
$1.17M 0.62%
32,145
+14,800
55
$1.16M 0.61%
9,565
+83
56
$1.15M 0.61%
6,650
+700
57
$1.15M 0.61%
31,177
-82
58
$1.14M 0.6%
130,633
-1,751
59
$1.14M 0.6%
85,194
+893
60
$1.12M 0.59%
5,958
+237
61
$1.12M 0.59%
12,484
+108
62
$1.11M 0.59%
19,520
+155
63
$1.06M 0.56%
5,453
-85
64
$1.02M 0.54%
14,998
-68
65
$1.01M 0.53%
19,118
+169
66
$1M 0.53%
19,089
-2,546
67
$986K 0.52%
7,871
+3,849
68
$979K 0.52%
8,244
+80
69
$976K 0.52%
5,937
+132
70
$963K 0.51%
18,497
-230
71
$937K 0.5%
13,682
+520
72
$937K 0.5%
25,017
73
$930K 0.49%
4,659
+173
74
$906K 0.48%
10,692
+231
75
$889K 0.47%
6,552
+60
1 2
3
4 5