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
$189M
AUM Growth
+$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$563K
2
+$536K
3
+$482K
4
RVI
Retail Value Inc. Common Shares
RVI
+$380K
5
AUPH icon
Aurinia Pharmaceuticals
AUPH
+$354K

Top Sells

1
+$701K
2
+$694K
3
+$559K
4
B
Barnes Group Inc.
B
+$372K
5
MSTR icon
Strategy Inc
MSTR
+$296K

Sector Composition

1 Technology 28.98%
2 Industrials 12.62%
3 Consumer Discretionary 12.42%
4 Healthcare 10.01%
5 Financials 9.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$874K 0.46%
9,800
+376
77
$873K 0.46%
9,133
78
$872K 0.46%
9,808
-69
79
$855K 0.45%
12,721
+82
80
$848K 0.45%
33,750
+1,258
81
$811K 0.43%
3,830
+148
82
$809K 0.43%
5,057
-31
83
$790K 0.42%
12,353
+110
84
$789K 0.42%
16,656
+153
85
$782K 0.41%
14,987
+135
86
$781K 0.41%
2,775
+113
87
$776K 0.41%
9,843
+374
88
$773K 0.41%
4,010
+155
89
$761K 0.4%
96,414
+10,859
90
$747K 0.39%
44,114
+310
91
$734K 0.39%
2,955
+113
92
$732K 0.39%
21,710
+832
93
$726K 0.38%
40,146
-24
94
$714K 0.38%
11,158
-200
95
$698K 0.37%
2,876
+100
96
$697K 0.37%
15,708
97
$697K 0.37%
2,132
98
$686K 0.36%
13,275
+1
99
$682K 0.36%
9,371
-58
100
$682K 0.36%
14,980
2 3
4
5 6