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
$137M
AUM Growth
+$6.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$764K
2
+$607K
3
+$583K
4
DATA
Tableau Software, Inc.
DATA
+$514K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$461K

Top Sells

1
+$735K
2
+$723K
3
+$697K
4
PEGA icon
Pegasystems
PEGA
+$476K
5
CVS icon
CVS Health
CVS
+$441K

Sector Composition

1 Technology 27.95%
2 Industrials 17.35%
3 Financials 11.05%
4 Consumer Discretionary 9.49%
5 Materials 7.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$546K 0.4%
71,402
-6,418
102
$510K 0.37%
74,305
-11,896
103
$503K 0.37%
16,317
104
$494K 0.36%
9,373
-31
105
$484K 0.35%
14,217
-1,527
106
$461K 0.34%
+3,420
107
$451K 0.33%
121,887
-17,108
108
$444K 0.32%
11,880
-895
109
$437K 0.32%
2,683
-35
110
$437K 0.32%
38,026
-4,426
111
$432K 0.32%
4,760
112
$427K 0.31%
15,854
-1,272
113
$425K 0.31%
11,965
-25
114
$419K 0.31%
13,859
-35
115
$415K 0.3%
7,105
116
$407K 0.3%
3,888
117
$392K 0.29%
11,365
118
$380K 0.28%
420
+9
119
$375K 0.27%
25,248
-30
120
$373K 0.27%
1,182
-18
121
$373K 0.27%
7,831
-125
122
$361K 0.26%
6,741
-110
123
$355K 0.26%
4,118
124
$351K 0.26%
26,890
-22,200
125
$349K 0.25%
3,398
-55
3 4
5
6 7