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
$205M
AUM Growth
+$14.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$1.09M
2
+$770K
3
+$767K
4
GPI icon
Group 1 Automotive
GPI
+$701K
5
GFF icon
Griffon
GFF
+$697K

Top Sells

1
+$23.2M
2
+$5.18M
3
+$729K
4
COLB icon
Columbia Banking Systems
COLB
+$525K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$430K

Sector Composition

1 Technology 24.4%
2 Industrials 14.2%
3 Consumer Discretionary 12.41%
4 Healthcare 10.12%
5 Financials 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$484K 0.24%
3,671
102
$470K 0.23%
7,886
+220
103
$467K 0.23%
93,179
-2,170
104
$466K 0.23%
3,328
-153
105
$459K 0.22%
+29,181
106
$436K 0.21%
+7,500
107
$435K 0.21%
11,293
-47
108
$423K 0.21%
6,778
+388
109
$418K 0.2%
9,270
-3,465
110
$418K 0.2%
+8,500
111
$405K 0.2%
+157,603
112
$395K 0.19%
+13,000
113
$387K 0.19%
4,497
+127
114
$386K 0.19%
2,390
+71
115
$385K 0.19%
89,024
116
$373K 0.18%
19,252
-27,121
117
$361K 0.18%
7,668
+219
118
$361K 0.18%
+18,929
119
$360K 0.18%
29,559
-26
120
$358K 0.17%
15,629
+203
121
$356K 0.17%
734
-80
122
$348K 0.17%
11,528
-966
123
$347K 0.17%
13,672
-99
124
$345K 0.17%
14,296
-68
125
$338K 0.17%
6,239
3 4
5
6 7