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
$205M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$1.09M
2
+$770K
3
+$767K
4
GPI icon
Group 1 Automotive
GPI
+$701K
5
GFF icon
Griffon
GFF
+$697K

Top Sells

1
+$23.2M
2
+$5.18M
3
+$729K
4
COLB icon
Columbia Banking Systems
COLB
+$525K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$430K

Sector Composition

1 Technology 24.4%
2 Industrials 14.2%
3 Consumer Discretionary 12.41%
4 Healthcare 10.12%
5 Financials 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$781K 0.38%
12,881
-458
77
$778K 0.38%
61,620
+10,075
78
$767K 0.37%
+108,325
79
$758K 0.37%
1,782
+966
80
$740K 0.36%
1,802
+700
81
$740K 0.36%
36,064
+18,126
82
$733K 0.36%
67,025
+639
83
$726K 0.35%
82,723
-1,069
84
$702K 0.34%
22,858
-1,762
85
$682K 0.33%
8,053
-348
86
$681K 0.33%
6,000
+3,000
87
$621K 0.3%
13,566
-229
88
$609K 0.3%
88,743
-1,250
89
$604K 0.29%
44,000
+30,000
90
$564K 0.28%
3,568
+1,200
91
$560K 0.27%
15,214
-240
92
$556K 0.27%
3,179
-15
93
$549K 0.27%
7,550
+2,100
94
$536K 0.26%
25,511
+76
95
$524K 0.26%
34,426
-399
96
$513K 0.25%
1,400
97
$509K 0.25%
25,770
98
$508K 0.25%
1,892
99
$507K 0.25%
1,205
+525
100
$497K 0.24%
37,713
-643
2 3
4
5 6