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
$140M
AUM Growth
-$2.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$841K
2
+$683K
3
+$443K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$438K
5
RBBN icon
Ribbon Communications
RBBN
+$293K

Top Sells

1
+$1.38M
2
+$1.25M
3
+$910K
4
KLIC icon
Kulicke & Soffa
KLIC
+$684K
5
GVA icon
Granite Construction
GVA
+$640K

Sector Composition

1 Technology 28.36%
2 Industrials 16.54%
3 Financials 13.7%
4 Consumer Discretionary 10.9%
5 Materials 6.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$517K 0.37%
2,854
+35
102
$516K 0.37%
8,394
+100
103
$489K 0.35%
2,603
+30
104
$472K 0.34%
3,091
+35
105
$463K 0.33%
27,119
+54
106
$459K 0.33%
3,142
+40
107
$459K 0.33%
3,829
-25
108
$456K 0.33%
18,733
-28,097
109
$456K 0.33%
8,878
+458
110
$455K 0.33%
37,304
-175
111
$455K 0.33%
2,776
+35
112
$451K 0.32%
34,071
-4,287
113
$447K 0.32%
1,617
+100
114
$443K 0.32%
49,522
-20,493
115
$443K 0.32%
+3,167
116
$443K 0.32%
4,565
117
$438K 0.31%
+2,870
118
$435K 0.31%
7,105
119
$428K 0.31%
3,652
+45
120
$418K 0.3%
30,552
+360
121
$407K 0.29%
42,212
-22,725
122
$404K 0.29%
43,788
-777
123
$390K 0.28%
3,495
+40
124
$389K 0.28%
7,640
+90
125
$383K 0.27%
2,853
+35
3 4
5
6 7