IIM

Ironwood Investment Management Portfolio holdings

AUM $229M
1-Year Est. Return 26.6%
This Quarter Est. Return
1 Year Est. Return
+26.6%
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
168
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
+$3.26M
3
+$3.13M
4
DY icon
Dycom Industries
DY
+$3.05M
5
MIG
MEADOWBROOK INSURANCE GRP INC
MIG
+$2.48M

Sector Composition

1 Technology 20.81%
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
$1.08M 0.2%
584,824
-39,020
102
$1.07M 0.2%
12,591
-931
103
$1.05M 0.19%
39,330
104
$1.04M 0.19%
171,058
-49,102
105
$1.02M 0.19%
28,303
-1,770
106
$944K 0.17%
47,975
+11,665
107
$930K 0.17%
53,335
+340
108
$930K 0.17%
18,005
+90
109
$923K 0.17%
9,861
-374
110
$907K 0.17%
46,466
+4,665
111
$899K 0.17%
32,918
-2,270
112
$879K 0.16%
43,730
+220
113
$830K 0.15%
6,978
+362
114
$821K 0.15%
40,540
-2,612
115
$778K 0.14%
+9,762
116
$777K 0.14%
54,918
+945
117
$754K 0.14%
10,968
118
$733K 0.14%
81,315
+445
119
$696K 0.13%
382,213
-27,600
120
$621K 0.12%
5,430
+60
121
$608K 0.11%
9,430
-2,170
122
$602K 0.11%
11,552
-41
123
$596K 0.11%
70,166
-291,961
124
$574K 0.11%
29,590
125
$562K 0.1%
17,950
3 4
5
6 7