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IIM

Ironwood Investment Management Portfolio holdings

AUM $240M
1-Year Est. Return 45.82%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+45.82%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$229M
AUM Growth
+$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$1.27M
2
+$919K
3
+$855K
4
AVBC
Avidia Bancorp
AVBC
+$822K
5
SM icon
SM Energy
SM
+$601K

Top Sells

1
+$1.79M
2
+$809K
3
+$374K
4
TGT icon
Target
TGT
+$295K
5
NATL icon
NCR Atleos
NATL
+$281K

Sector Composition

1 Technology 23.48%
2 Industrials 16.1%
3 Consumer Discretionary 10.81%
4 Financials 9.21%
5 Healthcare 8.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$645K 0.28%
81,825
-600
102
$624K 0.27%
3,300
-2,150
103
$613K 0.27%
211,307
+15,308
104
$591K 0.26%
6,494
105
$582K 0.25%
24,541
-201
106
$578K 0.25%
13,312
-114
107
$563K 0.25%
14,976
-94
108
$562K 0.24%
29,257
-238
109
$547K 0.24%
57,574
-363
110
$546K 0.24%
32,991
-160
111
$528K 0.23%
4,847
112
$512K 0.22%
6,318
-59
113
$507K 0.22%
690
114
$500K 0.22%
9,270
115
$468K 0.2%
1,836
116
$434K 0.19%
9,850
117
$424K 0.19%
3,624
118
$424K 0.18%
50,097
-389
119
$418K 0.18%
27,581
120
$413K 0.18%
2,940
121
$402K 0.18%
10,800
-87
122
$384K 0.17%
14,936
+105
123
$383K 0.17%
623
124
$381K 0.17%
1,766
125
$380K 0.17%
1,867
3 4
5
6 7