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
$198M
AUM Growth
+$8.96M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$468K
2
+$439K
3
+$288K
4
BHR
Braemar Hotels & Resorts
BHR
+$124K
5
CSCO icon
Cisco
CSCO
+$79.5K

Top Sells

1
+$218K
2
+$189K
3
+$160K
4
FRPT icon
Freshpet
FRPT
+$121K
5
GS icon
Goldman Sachs
GS
+$114K

Sector Composition

1 Technology 30.14%
2 Consumer Discretionary 12.3%
3 Industrials 11.98%
4 Healthcare 10.13%
5 Financials 9.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$663K 0.33%
9,371
102
$647K 0.33%
1,406
103
$632K 0.32%
14,980
104
$631K 0.32%
9,439
105
$631K 0.32%
80,122
+55,718
106
$629K 0.32%
9,966
107
$626K 0.32%
11,158
108
$625K 0.32%
9,170
109
$617K 0.31%
23,662
110
$574K 0.29%
940
111
$572K 0.29%
26,699
-613
112
$570K 0.29%
18,881
-950
113
$567K 0.29%
6,650
+208
114
$566K 0.29%
453
-10
115
$555K 0.28%
6,953
-166
116
$501K 0.25%
24,237
+814
117
$496K 0.25%
15,358
-371
118
$484K 0.24%
3,264
119
$480K 0.24%
16,935
-399
120
$480K 0.24%
59,463
-1,000
121
$468K 0.24%
+15,890
122
$464K 0.23%
13,646
+835
123
$462K 0.23%
3,670
-79
124
$457K 0.23%
2,100
125
$453K 0.23%
16,526
-363
3 4
5
6 7