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
$189M
AUM Growth
+$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$563K
2
+$536K
3
+$482K
4
RVI
Retail Value Inc. Common Shares
RVI
+$380K
5
AUPH icon
Aurinia Pharmaceuticals
AUPH
+$354K

Top Sells

1
+$701K
2
+$694K
3
+$559K
4
B
Barnes Group Inc.
B
+$372K
5
MSTR icon
Strategy Inc
MSTR
+$296K

Sector Composition

1 Technology 28.98%
2 Industrials 12.62%
3 Consumer Discretionary 12.42%
4 Healthcare 10.01%
5 Financials 9.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$634K 0.34%
23,662
102
$630K 0.33%
19,831
-730
103
$617K 0.33%
50,668
+475
104
$610K 0.32%
27,945
-4,657
105
$603K 0.32%
18,306
-12
106
$596K 0.32%
9,439
107
$576K 0.3%
15,729
-5,936
108
$569K 0.3%
7,119
+65
109
$563K 0.3%
17,334
+204
110
$563K 0.3%
+6,442
111
$556K 0.29%
27,312
+229
112
$556K 0.29%
9,966
113
$547K 0.29%
8,365
-83
114
$535K 0.28%
3,749
+44
115
$531K 0.28%
463
+4
116
$525K 0.28%
1,406
-11
117
$518K 0.27%
52
+1
118
$509K 0.27%
940
-12
119
$487K 0.26%
2,100
120
$485K 0.26%
60,463
121
$484K 0.26%
27,055
+405
122
$479K 0.25%
9,170
-100
123
$464K 0.25%
23,423
+881
124
$462K 0.24%
3,264
125
$445K 0.24%
21,484
+2,408
3 4
5
6 7