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
$108M
AUM Growth
-$35.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$637K
2
+$583K
3
+$514K
4
DY icon
Dycom Industries
DY
+$403K
5
GE icon
GE Aerospace
GE
+$392K

Top Sells

1
+$2.54M
2
+$1.85M
3
+$959K
4
CVU icon
CPI Aerostructures
CVU
+$491K
5
TREC
Trecora Resources
TREC
+$479K

Sector Composition

1 Technology 30.66%
2 Industrials 17.42%
3 Financials 14.24%
4 Consumer Discretionary 9.63%
5 Healthcare 7.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$526K 0.49%
3,914
-115
77
$518K 0.48%
15,050
78
$517K 0.48%
34,062
-155
79
$513K 0.47%
59,685
-8,850
80
$513K 0.47%
3,215
-94
81
$509K 0.47%
49,417
+26,991
82
$506K 0.47%
35,116
-93
83
$502K 0.46%
484
-11
84
$492K 0.46%
3,749
-114
85
$485K 0.45%
5,302
-153
86
$474K 0.44%
69,049
-1,073
87
$457K 0.42%
2,856
-85
88
$455K 0.42%
117,489
-9,500
89
$451K 0.42%
8,620
-256
90
$443K 0.41%
8,508
-145
91
$443K 0.41%
17,580
-244
92
$440K 0.41%
20,381
-66
93
$436K 0.4%
29,937
-2,311
94
$432K 0.4%
6,208
-4,552
95
$429K 0.4%
2,103
+3
96
$420K 0.39%
4,487
+2,444
97
$419K 0.39%
4,127
+1
98
$416K 0.38%
3,764
-65
99
$414K 0.38%
31,644
-844
100
$410K 0.38%
2,673
-59
2 3
4
5 6