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
$130M
AUM Growth
-$3.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$1.27M
2
+$925K
3
+$713K
4
QSR icon
Restaurant Brands International
QSR
+$355K
5
ENOV icon
Enovis
ENOV
+$307K

Top Sells

1
+$1.2M
2
+$1.03M
3
+$893K
4
DY icon
Dycom Industries
DY
+$880K
5
UTEK
Ultratech Inc.
UTEK
+$693K

Sector Composition

1 Technology 28.84%
2 Industrials 17.34%
3 Consumer Discretionary 10.24%
4 Financials 9.22%
5 Healthcare 7.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$519K 0.4%
38,533
-5,125
102
$517K 0.4%
15,744
-3,327
103
$512K 0.39%
61,704
-11,873
104
$507K 0.39%
20,835
105
$504K 0.39%
15,348
-3,772
106
$488K 0.37%
15,250
+500
107
$475K 0.36%
86,201
-11,659
108
$472K 0.36%
77,820
-17,169
109
$450K 0.35%
46,686
-10,435
110
$441K 0.34%
13,894
+36
111
$441K 0.34%
4,958
+597
112
$438K 0.34%
11,365
-15
113
$437K 0.34%
23,017
-5,005
114
$435K 0.33%
4,760
-10
115
$435K 0.33%
52,476
-8,544
116
$423K 0.32%
3,888
-62
117
$417K 0.32%
18,340
-25,106
118
$393K 0.3%
2,718
+444
119
$393K 0.3%
25,278
-30
120
$383K 0.29%
7,105
121
$383K 0.29%
17,126
-3,818
122
$382K 0.29%
411
+85
123
$378K 0.29%
11,990
124
$374K 0.29%
44,805
-9,938
125
$356K 0.27%
6,851
+1,432
3 4
5
6 7