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
$150M
AUM Growth
-$34.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$599K
2
+$353K
3
+$297K
4
AEM icon
Agnico Eagle Mines
AEM
+$279K
5
MQ icon
Marqeta
MQ
+$239K

Top Sells

1
+$506K
2
+$429K
3
+$423K
4
CAR icon
Avis
CAR
+$347K
5
SNAP icon
Snap
SNAP
+$320K

Sector Composition

1 Technology 28.82%
2 Industrials 14.86%
3 Healthcare 11.61%
4 Consumer Discretionary 10.95%
5 Financials 9.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$705K 0.47%
4,717
-1
77
$704K 0.47%
12,684
+4
78
$678K 0.45%
9,619
+5
79
$667K 0.45%
7,220
+5
80
$655K 0.44%
47,237
+51
81
$655K 0.44%
45,581
+34
82
$653K 0.44%
71,884
+55
83
$639K 0.43%
7,650
+1,000
84
$636K 0.43%
1,737
+24
85
$636K 0.43%
97,961
+94
86
$628K 0.42%
28,101
+19
87
$607K 0.41%
69,107
+14,006
88
$599K 0.4%
+23,639
89
$584K 0.39%
19,856
+14
90
$574K 0.38%
1,933
91
$572K 0.38%
94,900
+39
92
$548K 0.37%
12,863
-399
93
$545K 0.36%
13,595
-5,400
94
$541K 0.36%
15,209
+14
95
$535K 0.36%
14,308
96
$534K 0.36%
3,204
97
$511K 0.34%
28,763
+1
98
$487K 0.33%
17,458
+8
99
$484K 0.32%
23,047
100
$480K 0.32%
6,239
-3,200
2 3
4
5 6