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
$198M
AUM Growth
+$8.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$468K
2
+$439K
3
+$288K
4
BHR
Braemar Hotels & Resorts
BHR
+$124K
5
CSCO icon
Cisco
CSCO
+$79.5K

Top Sells

1
+$218K
2
+$189K
3
+$160K
4
FRPT icon
Freshpet
FRPT
+$121K
5
GS icon
Goldman Sachs
GS
+$114K

Sector Composition

1 Technology 30.14%
2 Consumer Discretionary 12.3%
3 Industrials 11.98%
4 Healthcare 10.13%
5 Financials 9.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$927K 0.47%
3,964
+134
77
$908K 0.46%
34,922
+1,172
78
$897K 0.45%
43,422
-692
79
$897K 0.45%
9,133
80
$896K 0.45%
10,146
+346
81
$881K 0.44%
5,319
+262
82
$874K 0.44%
12,088
-265
83
$865K 0.44%
2,966
+90
84
$852K 0.43%
61,508
-645
85
$828K 0.42%
10,184
+341
86
$827K 0.42%
2,876
+101
87
$804K 0.41%
15,898
+190
88
$803K 0.41%
6,401
-151
89
$786K 0.4%
49,586
-1,082
90
$785K 0.4%
11,579
-1,142
91
$783K 0.4%
14,775
+1,500
92
$747K 0.38%
4,150
+140
93
$743K 0.38%
14,628
-359
94
$731K 0.37%
3,062
+107
95
$695K 0.35%
39,632
-514
96
$695K 0.35%
1,832
-300
97
$693K 0.35%
16,269
-387
98
$688K 0.35%
94,356
-2,058
99
$684K 0.35%
27,471
-474
100
$668K 0.34%
18,075
-231
2 3
4
5 6