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IIM

Ironwood Investment Management Portfolio holdings

AUM $240M
1-Year Est. Return 45.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+45.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$229M
AUM Growth
+$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$1.27M
2
+$919K
3
+$855K
4
AVBC
Avidia Bancorp
AVBC
+$822K
5
SM icon
SM Energy
SM
+$601K

Top Sells

1
+$1.79M
2
+$809K
3
+$374K
4
TGT icon
Target
TGT
+$295K
5
NATL icon
NCR Atleos
NATL
+$281K

Sector Composition

1 Technology 23.48%
2 Industrials 16.1%
3 Consumer Discretionary 10.81%
4 Financials 9.21%
5 Healthcare 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.01M 0.44%
+74,484
77
$995K 0.43%
3,154
78
$955K 0.42%
22,494
-158
79
$935K 0.41%
134,362
+10,038
80
$866K 0.38%
1,779
-5
81
$861K 0.38%
7,698
-24
82
$856K 0.37%
210,309
-1,290
83
$841K 0.37%
9,593
-30
84
$824K 0.36%
24,260
-200
85
$812K 0.35%
+54,325
86
$775K 0.34%
17,398
-5,000
87
$766K 0.33%
52,786
-426
88
$765K 0.33%
22,767
-199
89
$760K 0.33%
2,526
90
$753K 0.33%
3,800
-15
91
$749K 0.33%
9,390
+449
92
$749K 0.33%
127,766
-734
93
$748K 0.33%
939
94
$745K 0.32%
5,764
-47
95
$730K 0.32%
7,252
+547
96
$728K 0.32%
18,830
-118
97
$703K 0.31%
44,485
-293
98
$699K 0.3%
36,856
-312
99
$668K 0.29%
1,400
100
$658K 0.29%
14,826
-117
2 3
4
5 6