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
$142M
AUM Growth
+$4.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$934K
2
+$801K
3
+$411K
4
AZZ icon
AZZ Inc
AZZ
+$363K
5
UFPI icon
UFP Industries
UFPI
+$336K

Top Sells

1
+$1.13M
2
+$941K
3
+$908K
4
KATE
Kate Spade & Company
KATE
+$854K
5
FOE
Ferro Corporation
FOE
+$493K

Sector Composition

1 Technology 29.41%
2 Industrials 17.42%
3 Financials 12.83%
4 Consumer Discretionary 9.21%
5 Materials 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$530K 0.37%
8,294
+324
102
$525K 0.37%
26,301
103
$518K 0.36%
2,824
+90
104
$506K 0.36%
98,856
-6,621
105
$496K 0.35%
14,751
106
$491K 0.35%
460
+16
107
$482K 0.34%
19,328
-194
108
$480K 0.34%
2,573
+98
109
$470K 0.33%
27,065
-360
110
$470K 0.33%
34,045
+14
111
$456K 0.32%
16,078
+6
112
$456K 0.32%
7,149
+279
113
$453K 0.32%
7,105
114
$451K 0.32%
37,633
+37
115
$449K 0.32%
2,819
+108
116
$446K 0.31%
37,479
+7
117
$441K 0.31%
45,480
-126
118
$437K 0.31%
3,056
+116
119
$429K 0.3%
3,854
-13
120
$414K 0.29%
2,741
+116
121
$412K 0.29%
3,455
+133
122
$410K 0.29%
3,102
+705
123
$404K 0.28%
4,565
124
$394K 0.28%
3,607
+144
125
$387K 0.27%
7,550
+294
3 4
5
6 7