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
$242M
AUM Growth
-$29.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
166
New
Increased
Reduced
Closed

Top Buys

1
+$2.04M
2
+$1.93M
3
+$1.04M
4
DFRG
Del Frisco's Restaurant Group, Inc. Common Stock
DFRG
+$948K
5
TTMI icon
TTM Technologies
TTMI
+$514K

Top Sells

1
+$5.82M
2
+$1.22M
3
+$1.04M
4
MRCY icon
Mercury Systems
MRCY
+$1.01M
5
DY icon
Dycom Industries
DY
+$1M

Sector Composition

1 Technology 22.66%
2 Industrials 18.41%
3 Consumer Discretionary 11.41%
4 Financials 10.7%
5 Healthcare 9.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$630K 0.26%
27,350
102
$627K 0.26%
19,189
-500
103
$603K 0.25%
23,949
-5,845
104
$597K 0.25%
8,680
105
$581K 0.24%
17,950
106
$574K 0.24%
9,825
-2,364
107
$570K 0.24%
12,900
108
$566K 0.23%
16,433
109
$529K 0.22%
20,835
110
$524K 0.22%
88,028
-23,105
111
$515K 0.21%
29,590
112
$507K 0.21%
16,570
-105
113
$500K 0.21%
8,935
+335
114
$492K 0.2%
81,584
-17,764
115
$478K 0.2%
9,392
116
$474K 0.2%
11,050
117
$445K 0.18%
4,770
118
$435K 0.18%
4,239
+87
119
$418K 0.17%
14,550
120
$407K 0.17%
4,075
121
$405K 0.17%
133,291
-28,083
122
$403K 0.17%
13,791
-3,322
123
$387K 0.16%
12,165
-50
124
$385K 0.16%
+43,539
125
$376K 0.16%
13,857
+1
3 4
5
6 7