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
$637M
AUM Growth
+$73.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$7.93M
2
+$5.03M
3
+$3.17M
4
XCRA
Xcerra Corporation
XCRA
+$2.83M
5
ZINC
HORSEHEAD HLDG CORP COM STK (DE)
ZINC
+$2.11M

Top Sells

1
+$4.92M
2
+$4.8M
3
+$4.29M
4
PRGS icon
Progress Software
PRGS
+$2.92M
5
ZQK
QUICKSILVER,INC.
ZQK
+$2.61M

Sector Composition

1 Industrials 17.87%
2 Technology 15.27%
3 Consumer Discretionary 12.05%
4 Financials 11.09%
5 Energy 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$983K 0.15%
21,800
102
$968K 0.15%
12,535
103
$967K 0.15%
+23,100
104
$892K 0.14%
12,900
105
$881K 0.14%
66,750
106
$860K 0.14%
40,360
+45
107
$797K 0.13%
81,835
108
$781K 0.12%
22,355
109
$744K 0.12%
+64,390
110
$742K 0.12%
93,355
111
$731K 0.11%
6,387
+187
112
$722K 0.11%
15,069
113
$704K 0.11%
39,759
114
$681K 0.11%
11,638
-10
115
$676K 0.11%
24,850
116
$673K 0.11%
53,700
117
$670K 0.11%
10,465
118
$669K 0.11%
40,000
119
$635K 0.1%
+32,430
120
$614K 0.1%
14,400
121
$575K 0.09%
12,432
122
$548K 0.09%
9,350
123
$541K 0.08%
67,260
-23,130
124
$530K 0.08%
55,616
125
$529K 0.08%
8,405
3 4
5
6 7