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
$150M
AUM Growth
-$34.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$599K
2
+$353K
3
+$297K
4
AEM icon
Agnico Eagle Mines
AEM
+$279K
5
MQ icon
Marqeta
MQ
+$239K

Top Sells

1
+$506K
2
+$429K
3
+$423K
4
CAR icon
Avis
CAR
+$347K
5
SNAP icon
Snap
SNAP
+$320K

Sector Composition

1 Technology 28.82%
2 Industrials 14.86%
3 Healthcare 11.61%
4 Consumer Discretionary 10.95%
5 Financials 9.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$468K 0.31%
27,756
+15
102
$448K 0.3%
9,740
+1,000
103
$442K 0.3%
13,474
-2,500
104
$439K 0.29%
16,025
+252
105
$438K 0.29%
2,468
-38
106
$428K 0.29%
7,228
+5
107
$427K 0.29%
30,169
+23
108
$426K 0.28%
17,182
+13
109
$422K 0.28%
44,193
+16
110
$409K 0.27%
85,515
+22
111
$404K 0.27%
2,891
+24
112
$402K 0.27%
16,528
113
$400K 0.27%
22,620
-63
114
$394K 0.26%
12,548
+1
115
$386K 0.26%
7,019
-5,057
116
$353K 0.24%
+2,537
117
$335K 0.22%
3,671
118
$334K 0.22%
73,889
+62
119
$331K 0.22%
13,096
120
$330K 0.22%
1,102
121
$297K 0.2%
+9,359
122
$291K 0.19%
1,892
123
$289K 0.19%
5,971
124
$285K 0.19%
3,957
+5
125
$285K 0.19%
1,595
-400
3 4
5
6 7