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
$540M
AUM Growth
-$8.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$6.51M
2
+$2.88M
3
+$2.27M
4
RAIL icon
FreightCar America
RAIL
+$1.85M
5
ASYS icon
Amtech Systems
ASYS
+$1.34M

Top Sells

1
+$9.4M
2
+$8.4M
3
+$3.26M
4
VOLC
VOLCANO CORPORATION COM STK
VOLC
+$3.13M
5
DY icon
Dycom Industries
DY
+$3.05M

Sector Composition

1 Technology 20.21%
2 Industrials 18.39%
3 Consumer Discretionary 12.11%
4 Financials 11.58%
5 Healthcare 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.07M 0.2%
12,591
-931
102
$1.05M 0.19%
39,330
103
$1.04M 0.19%
171,058
-49,102
104
$1.02M 0.19%
28,303
-1,770
105
$944K 0.17%
47,975
+11,665
106
$930K 0.17%
53,335
+340
107
$930K 0.17%
18,005
+90
108
$923K 0.17%
9,861
-374
109
$907K 0.17%
46,466
+4,665
110
$899K 0.17%
32,918
-2,270
111
$879K 0.16%
43,730
+220
112
$830K 0.15%
6,978
+362
113
$821K 0.15%
40,540
-2,612
114
$778K 0.14%
+9,762
115
$777K 0.14%
54,918
+945
116
$754K 0.14%
10,968
117
$733K 0.14%
81,315
+445
118
$696K 0.13%
382,213
-27,600
119
$621K 0.12%
5,430
+60
120
$608K 0.11%
9,430
-2,170
121
$602K 0.11%
11,552
-41
122
$596K 0.11%
70,166
-291,961
123
$574K 0.11%
29,590
124
$562K 0.1%
17,950
125
$549K 0.1%
20,264
-196
3 4
5
6 7