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
$130M
AUM Growth
-$3.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$1.27M
2
+$925K
3
+$713K
4
QSR icon
Restaurant Brands International
QSR
+$355K
5
ENOV icon
Enovis
ENOV
+$307K

Top Sells

1
+$1.2M
2
+$1.03M
3
+$893K
4
DY icon
Dycom Industries
DY
+$880K
5
UTEK
Ultratech Inc.
UTEK
+$693K

Sector Composition

1 Technology 28.84%
2 Industrials 17.34%
3 Consumer Discretionary 10.24%
4 Financials 9.22%
5 Healthcare 7.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$684K 0.53%
8,990
+10
77
$683K 0.52%
17,950
78
$682K 0.52%
42,045
-45
79
$663K 0.51%
38,716
+7,421
80
$651K 0.5%
38,285
-50
81
$640K 0.49%
93,293
-12,110
82
$617K 0.47%
16,333
83
$615K 0.47%
47,966
-10,482
84
$607K 0.47%
82,480
-11,678
85
$598K 0.46%
5,066
+579
86
$598K 0.46%
22,529
-5,064
87
$594K 0.46%
51,247
-9,959
88
$594K 0.46%
26,035
-5,761
89
$584K 0.45%
138,995
-19,375
90
$580K 0.45%
17,964
-100
91
$575K 0.44%
43,492
-52
92
$573K 0.44%
20,670
-5,960
93
$560K 0.43%
42,452
-9,502
94
$550K 0.42%
11,050
95
$548K 0.42%
49,090
96
$524K 0.4%
60,584
-13,500
97
$524K 0.4%
16,317
-184
98
$524K 0.4%
9,404
99
$522K 0.4%
32,431
-9,320
100
$519K 0.4%
12,775
-2,915
2 3
4
5 6