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
$540M
AUM Growth
-$8.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$6.51M
2
+$2.88M
3
+$2.27M
4
RAIL icon
FreightCar America
RAIL
+$1.85M
5
ASYS icon
Amtech Systems
ASYS
+$1.34M

Top Sells

1
+$9.4M
2
+$8.4M
3
+$3.26M
4
VOLC
VOLCANO CORPORATION COM STK
VOLC
+$3.13M
5
DY icon
Dycom Industries
DY
+$3.05M

Sector Composition

1 Technology 20.21%
2 Industrials 18.39%
3 Consumer Discretionary 12.11%
4 Financials 11.58%
5 Healthcare 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.3M 0.43%
57,796
-4,076
77
$2.27M 0.42%
+147,275
78
$2.05M 0.38%
254,570
-17,629
79
$2.04M 0.38%
54,735
+2,104
80
$1.99M 0.37%
50,100
-15,820
81
$1.93M 0.36%
22,330
+695
82
$1.72M 0.32%
141,017
+26,840
83
$1.71M 0.32%
57,284
-4,116
84
$1.59M 0.29%
25,960
+110
85
$1.58M 0.29%
7,005
-40
86
$1.56M 0.29%
164
+1
87
$1.48M 0.27%
81,582
+375
88
$1.46M 0.27%
150,417
+23,598
89
$1.43M 0.27%
21,107
+8,037
90
$1.34M 0.25%
+120,029
91
$1.31M 0.24%
32,270
+3,255
92
$1.26M 0.23%
294,747
-19,347
93
$1.25M 0.23%
66,268
-2,621
94
$1.21M 0.22%
188,090
+61,880
95
$1.21M 0.22%
7,863
-294
96
$1.2M 0.22%
125,880
+4,580
97
$1.14M 0.21%
12,715
-25
98
$1.14M 0.21%
24,380
+130
99
$1.1M 0.2%
498,930
-31,037
100
$1.08M 0.2%
584,824
-39,020
2 3
4
5 6