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
$140M
AUM Growth
-$2.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$841K
2
+$683K
3
+$443K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$438K
5
RBBN icon
Ribbon Communications
RBBN
+$293K

Top Sells

1
+$1.38M
2
+$1.25M
3
+$910K
4
KLIC icon
Kulicke & Soffa
KLIC
+$684K
5
GVA icon
Granite Construction
GVA
+$640K

Sector Composition

1 Technology 28.36%
2 Industrials 16.54%
3 Financials 13.7%
4 Consumer Discretionary 10.9%
5 Materials 6.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$674K 0.48%
15,250
77
$650K 0.47%
11,542
-55
78
$642K 0.46%
31,552
-792
79
$641K 0.46%
92,206
-4,852
80
$640K 0.46%
8,807
-57
81
$633K 0.45%
17,298
+5
82
$620K 0.44%
9,310
83
$620K 0.44%
20,779
-78
84
$612K 0.44%
71,187
-383
85
$607K 0.43%
33,893
-152
86
$604K 0.43%
61,652
-236
87
$585K 0.42%
60,897
-3,895
88
$573K 0.41%
45,296
-184
89
$568K 0.41%
17,583
90
$565K 0.4%
2,849
+25
91
$565K 0.4%
14,752
+1
92
$563K 0.4%
16,387
-158
93
$563K 0.4%
36,421
-99
94
$555K 0.4%
6,636
95
$555K 0.4%
21,478
+2,150
96
$550K 0.39%
26,201
-100
97
$548K 0.39%
122,080
98
$531K 0.38%
466
+6
99
$522K 0.37%
38,693
-2,029
100
$521K 0.37%
7,239
+90
2 3
4
5 6