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
$142M
AUM Growth
+$4.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$934K
2
+$801K
3
+$411K
4
AZZ icon
AZZ Inc
AZZ
+$363K
5
UFPI icon
UFP Industries
UFPI
+$336K

Top Sells

1
+$1.13M
2
+$941K
3
+$908K
4
KATE
Kate Spade & Company
KATE
+$854K
5
FOE
Ferro Corporation
FOE
+$493K

Sector Composition

1 Technology 29.41%
2 Industrials 17.42%
3 Financials 12.83%
4 Consumer Discretionary 9.21%
5 Materials 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$717K 0.5%
32,344
+6
77
$716K 0.5%
71,570
-1
78
$711K 0.5%
10,270
+2
79
$708K 0.5%
38,358
+4
80
$675K 0.47%
5,192
+118
81
$670K 0.47%
17,293
-209
82
$668K 0.47%
15,250
83
$658K 0.46%
9,310
-25
84
$655K 0.46%
70,015
-4,923
85
$640K 0.45%
11,050
86
$637K 0.45%
6,668
87
$631K 0.44%
122,080
88
$616K 0.43%
16,174
-214
89
$611K 0.43%
64,937
90
$611K 0.43%
97,058
+65,324
91
$610K 0.43%
61,888
+32
92
$608K 0.43%
35,879
+8
93
$604K 0.42%
36,520
+4
94
$598K 0.42%
20,857
+8
95
$587K 0.41%
8,864
96
$585K 0.41%
17,583
97
$582K 0.41%
64,792
-4,385
98
$562K 0.39%
11,597
-35
99
$560K 0.39%
16,545
100
$542K 0.38%
40,722
+7,354
2 3
4
5 6