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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
$240M
AUM Growth
+$1.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$1.55M
2
+$1.2M
3
+$1.18M
4
GSHD icon
Goosehead Insurance
GSHD
+$1.14M
5
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$1.07M

Top Sells

1
+$4.7M
2
+$1.23M
3
+$827K
4
CHD icon
Church & Dwight Co
CHD
+$807K
5
KOP icon
Koppers
KOP
+$602K

Sector Composition

1 Technology 20.96%
2 Industrials 15.56%
3 Consumer Discretionary 10.42%
4 Financials 10.35%
5 Healthcare 9.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
META icon
126
Meta Platforms (Facebook)
META
$1.42T
$394K 0.16%
689
-1
BMY icon
127
Bristol-Myers Squibb
BMY
$116B
$367K 0.15%
6,047
CARG icon
128
CarGurus
CARG
$2.48B
$361K 0.15%
10,590
-187
MKL icon
129
Markel Group
MKL
$23B
$360K 0.15%
+188
BA icon
130
Boeing
BA
$169B
$351K 0.15%
1,764
-2
KALV icon
131
KalVista Pharmaceuticals
KALV
$1.44B
$336K 0.14%
16,711
WDC icon
132
Western Digital
WDC
$173B
$335K 0.14%
1,240
CAT icon
133
Caterpillar
CAT
$404B
$319K 0.13%
450
-250
ASYS icon
134
Amtech Systems
ASYS
$370M
$318K 0.13%
27,198
-339
INTC icon
135
Intel
INTC
$559B
$306K 0.13%
6,931
-22
DIS icon
136
Walt Disney
DIS
$171B
$296K 0.12%
3,073
-2
JNJ icon
137
Johnson & Johnson
JNJ
$576B
$286K 0.12%
1,168
FLR icon
138
Fluor
FLR
$6.8B
$278K 0.12%
5,968
BAC icon
139
Bank of America
BAC
$388B
$278K 0.12%
5,707
-13
CBRL icon
140
Cracker Barrel
CBRL
$1B
$274K 0.11%
9,750
NOG icon
141
Northern Oil and Gas
NOG
$2.29B
$272K 0.11%
+9,307
CRI icon
142
Carter's
CRI
$1.5B
$270K 0.11%
7,561
+94
SNDK
143
Sandisk
SNDK
$262B
$262K 0.11%
+413
HBM icon
144
Hudbay
HBM
$10.2B
$261K 0.11%
12,478
-15,103
ETN icon
145
Eaton
ETN
$148B
$256K 0.11%
716
TALO icon
146
Talos Energy
TALO
$2.55B
$252K 0.11%
16,013
AZTA icon
147
Azenta
AZTA
$1.01B
$251K 0.1%
11,871
-496
RGP icon
148
Resources Connection
RGP
$159M
$248K 0.1%
66,375
+34,559
HPE icon
149
Hewlett Packard
HPE
$59.4B
$244K 0.1%
10,235
-13
AES icon
150
AES
AES
$10.5B
$243K 0.1%
17,253
3 4 5
6
7