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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
$240M
AUM Growth
+$1.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$1.55M
2
+$1.2M
3
+$1.18M
4
GSHD icon
Goosehead Insurance
GSHD
+$1.14M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$1.07M

Top Sells

1
+$4.7M
2
+$1.23M
3
+$827K
4
CHD icon
Church & Dwight Co
CHD
+$807K
5
KOP icon
Koppers
KOP
+$602K

Sector Composition

1 Technology 20.96%
2 Industrials 15.56%
3 Consumer Discretionary 10.42%
4 Financials 10.35%
5 Healthcare 9.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
INDI icon
101
indie Semiconductor
INDI
$832M
$668K 0.28%
207,437
+3,468
UNFI icon
102
United Natural Foods
UNFI
$3.06B
$667K 0.28%
14,811
-142
SGOV icon
103
iShares 0-3 Month Treasury Bond ETF
SGOV
$93.3B
$651K 0.27%
6,468
-1,000
WSFS icon
104
WSFS Financial
WSFS
$3.85B
$607K 0.25%
9,270
QTRX icon
105
Quanterix
QTRX
$145M
$598K 0.25%
169,825
-2,505
SONO icon
106
Sonos
SONO
$1.75B
$586K 0.24%
43,728
-675
SPSC icon
107
SPS Commerce
SPSC
$2.04B
$577K 0.24%
10,370
-960
BNY
108
Bank of New York Mellon
BNY
$95.9B
$575K 0.24%
4,847
BANC icon
109
Banc of California
BANC
$3.03B
$575K 0.24%
32,686
-263
AMRC icon
110
Ameresco
AMRC
$1.37B
$571K 0.24%
22,404
-127
ASPN icon
111
Aspen Aerogels
ASPN
$451M
$570K 0.24%
166,646
+39,186
GEV icon
112
GE Vernova
GEV
$233B
$543K 0.23%
622
-1
TRNS icon
113
Transcat
TRNS
$822M
$528K 0.22%
7,182
-59
LDOS icon
114
Leidos
LDOS
$15.3B
$513K 0.21%
3,300
QRVO icon
115
Qorvo
QRVO
$8.36B
$502K 0.21%
6,485
-9
IWF icon
116
iShares Russell 1000 Growth ETF
IWF
$124B
$493K 0.21%
4,624
APAM icon
117
Artisan Partners
APAM
$2.45B
$477K 0.2%
13,109
-177
AAPL icon
118
Apple
AAPL
$4.28T
$466K 0.19%
1,836
EDEN icon
119
iShares MSCI Denmark ETF
EDEN
$195M
$465K 0.19%
+4,439
PEP icon
120
PepsiCo
PEP
$197B
$457K 0.19%
2,940
GEOS icon
121
Geospace Technologies
GEOS
$95.1M
$440K 0.18%
36,042
-734
MRK icon
122
Merck
MRK
$294B
$420K 0.18%
3,494
COLB icon
123
Columbia Banking Systems
COLB
$8.78B
$404K 0.17%
14,736
-176
TNC icon
124
Tennant Co
TNC
$1.46B
$400K 0.17%
6,020
-285
IWD icon
125
iShares Russell 1000 Value ETF
IWD
$74.5B
$399K 0.17%
1,867
3 4
5
6 7