IIM

Ironwood Investment Management Portfolio holdings

AUM $238M
1-Year Est. Return 32.48%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+32.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$206M
AUM Growth
+$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$715K
2
+$660K
3
+$621K
4
ASML icon
ASML
ASML
+$554K
5
TRS icon
TriMas Corp
TRS
+$465K

Top Sells

1
+$2.85M
2
+$569K
3
+$523K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$514K
5
RPRX icon
Royalty Pharma
RPRX
+$405K

Sector Composition

1 Technology 23.42%
2 Industrials 13.99%
3 Consumer Discretionary 10.56%
4 Financials 9.55%
5 Healthcare 7.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$871K 0.42%
22,652
-778
77
$860K 0.42%
5,450
78
$845K 0.41%
34,190
79
$809K 0.39%
10,665
-1,314
80
$781K 0.38%
24,460
-1,054
81
$754K 0.37%
3,815
+43
82
$753K 0.37%
211,599
+8,928
83
$745K 0.36%
128,500
+2,734
84
$744K 0.36%
53,212
+3,907
85
$736K 0.36%
+124,324
86
$693K 0.34%
7,722
+104
87
$693K 0.34%
+8,941
88
$675K 0.33%
6,705
-5,200
89
$665K 0.32%
939
90
$650K 0.32%
2,526
-81
91
$643K 0.31%
82,425
+5,722
92
$620K 0.3%
24,742
-941
93
$619K 0.3%
+772
94
$605K 0.29%
14,943
-637
95
$602K 0.29%
9,850
96
$595K 0.29%
13,426
-529
97
$593K 0.29%
29,495
+1,749
98
$587K 0.29%
+5,811
99
$568K 0.28%
50,486
+3,857
100
$551K 0.27%
6,494
-154
2 3
4
5 6