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IIM

Ironwood Investment Management Portfolio holdings

AUM $240M
1-Year Est. Return 45.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+45.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$229M
AUM Growth
+$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$1.27M
2
+$919K
3
+$855K
4
AVBC
Avidia Bancorp
AVBC
+$822K
5
SM icon
SM Energy
SM
+$601K

Top Sells

1
+$1.79M
2
+$809K
3
+$374K
4
TGT icon
Target
TGT
+$295K
5
NATL icon
NCR Atleos
NATL
+$281K

Sector Composition

1 Technology 23.48%
2 Industrials 16.1%
3 Consumer Discretionary 10.81%
4 Financials 9.21%
5 Healthcare 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.39M 0.61%
14,898
-46
52
$1.38M 0.6%
18,173
-116
53
$1.36M 0.6%
5,614
-18
54
$1.36M 0.59%
29,866
-300
55
$1.33M 0.58%
7,904
-26
56
$1.33M 0.58%
12,336
-88
57
$1.32M 0.58%
42,857
-281
58
$1.3M 0.57%
51,190
-200
59
$1.3M 0.57%
65,307
-655
60
$1.27M 0.55%
114,858
-1,007
61
$1.26M 0.55%
8,616
-775
62
$1.21M 0.53%
3,540
-12
63
$1.21M 0.53%
11,603
-25
64
$1.18M 0.52%
4,997
65
$1.18M 0.51%
431,444
+29,000
66
$1.15M 0.5%
12,567
-42
67
$1.13M 0.49%
20,400
-1,152
68
$1.13M 0.49%
28,658
-8,062
69
$1.08M 0.47%
28,654
-232
70
$1.06M 0.46%
11,327
71
$1.05M 0.46%
194,074
+172,777
72
$1.03M 0.45%
6,110
+1,277
73
$1.02M 0.44%
+418,895
74
$1.02M 0.44%
80,920
-9,500
75
$1.01M 0.44%
595,540
1 2
3
4 5