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
$137M
AUM Growth
+$6.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$764K
2
+$607K
3
+$583K
4
DATA
Tableau Software, Inc.
DATA
+$514K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$461K

Top Sells

1
+$735K
2
+$723K
3
+$697K
4
PEGA icon
Pegasystems
PEGA
+$476K
5
CVS icon
CVS Health
CVS
+$441K

Sector Composition

1 Technology 28.44%
2 Industrials 17.35%
3 Financials 11.05%
4 Consumer Discretionary 9.49%
5 Materials 7.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$734K 0.54%
58,737
-23,613
77
$726K 0.53%
48,053
-3,194
78
$726K 0.53%
10,199
-904
79
$720K 0.53%
14,011
-1,984
80
$719K 0.52%
17,049
+12,190
81
$716K 0.52%
19,440
-1,230
82
$715K 0.52%
43,188
-4,778
83
$676K 0.49%
50,102
-24,024
84
$665K 0.49%
20,835
85
$664K 0.48%
8,266
-493
86
$663K 0.48%
105,225
-15,887
87
$647K 0.47%
18,516
-1,616
88
$643K 0.47%
15,250
89
$642K 0.47%
23,914
-2,121
90
$629K 0.46%
46,924
-6,866
91
$614K 0.45%
21,167
-1,850
92
$608K 0.44%
11,050
93
$607K 0.44%
30,375
-2,056
94
$607K 0.44%
+28,038
95
$584K 0.43%
43,441
-51
96
$580K 0.42%
77,309
-5,171
97
$578K 0.42%
5,021
-45
98
$576K 0.42%
15,883
-450
99
$570K 0.42%
56,109
-4,475
100
$561K 0.41%
43,019
-3,667
2 3
4
5 6