IIM

Ironwood Investment Management Portfolio holdings

AUM $229M
1-Year Est. Return 26.6%
This Quarter Est. Return
1 Year Est. Return
+26.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$242M
AUM Growth
-$29.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$2.04M
2
+$1.93M
3
+$1.04M
4
DFRG
Del Frisco's Restaurant Group, Inc. Common Stock
DFRG
+$948K
5
TTMI icon
TTM Technologies
TTMI
+$514K

Top Sells

1
+$5.82M
2
+$1.22M
3
+$1.04M
4
MRCY icon
Mercury Systems
MRCY
+$1.01M
5
DY icon
Dycom Industries
DY
+$1M

Sector Composition

1 Technology 23.27%
2 Industrials 18.41%
3 Consumer Discretionary 11.41%
4 Financials 10.7%
5 Healthcare 9.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.25M 0.52%
175,777
-41,835
77
$1.24M 0.51%
35,105
78
$1.2M 0.49%
65,615
+13,250
79
$1.18M 0.49%
224,159
-47,986
80
$1.16M 0.48%
186
81
$1.15M 0.47%
8,749
+145
82
$1.11M 0.46%
170,215
+78,900
83
$1.1M 0.45%
175,624
-42,237
84
$1.03M 0.43%
53,076
-12,676
85
$1.02M 0.42%
416,500
86
$1.02M 0.42%
6,804
-52
87
$1M 0.41%
86,087
-19,142
88
$981K 0.4%
12,591
89
$971K 0.4%
64,389
-15,741
90
$956K 0.39%
136,400
91
$949K 0.39%
53,335
92
$911K 0.38%
63,422
-3
93
$821K 0.34%
89,428
-19,096
94
$814K 0.34%
250,518
+34,911
95
$782K 0.32%
80,368
-21,050
96
$781K 0.32%
43,730
97
$727K 0.3%
8,980
98
$717K 0.3%
15,797
+3,209
99
$696K 0.29%
252,315
+27,250
100
$686K 0.28%
41,010
-10,510
2 3
4
5 6