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
$198M
AUM Growth
+$8.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$468K
2
+$439K
3
+$288K
4
BHR
Braemar Hotels & Resorts
BHR
+$124K
5
CSCO icon
Cisco
CSCO
+$79.5K

Top Sells

1
+$218K
2
+$189K
3
+$160K
4
FRPT icon
Freshpet
FRPT
+$121K
5
GS icon
Goldman Sachs
GS
+$114K

Sector Composition

1 Technology 30.14%
2 Consumer Discretionary 12.3%
3 Industrials 11.98%
4 Healthcare 10.13%
5 Financials 9.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.28M 0.65%
32,645
+500
52
$1.27M 0.64%
9,362
-203
53
$1.26M 0.64%
12,629
-308
54
$1.25M 0.63%
16,841
-273
55
$1.23M 0.62%
83,392
-1,802
56
$1.22M 0.62%
6,164
+206
57
$1.22M 0.62%
7,848
58
$1.22M 0.62%
16,391
-358
59
$1.19M 0.6%
8,212
+341
60
$1.18M 0.6%
18,704
-414
61
$1.18M 0.59%
8,054
-190
62
$1.16M 0.58%
14,160
+478
63
$1.15M 0.58%
4,818
+159
64
$1.07M 0.54%
18,858
-231
65
$1.07M 0.54%
14,796
-202
66
$1.06M 0.54%
19,567
+1,070
67
$1.04M 0.53%
5,453
68
$999K 0.5%
6,063
+126
69
$997K 0.5%
9,663
-145
70
$987K 0.5%
6,650
71
$974K 0.49%
12,198
-286
72
$972K 0.49%
11,317
+625
73
$956K 0.48%
25,017
74
$941K 0.47%
22,470
+760
75
$937K 0.47%
30,795
-382
1 2
3
4 5