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
$637M
AUM Growth
+$73.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$7.93M
2
+$5.03M
3
+$3.17M
4
XCRA
Xcerra Corporation
XCRA
+$2.83M
5
ZINC
HORSEHEAD HLDG CORP COM STK (DE)
ZINC
+$2.11M

Top Sells

1
+$4.92M
2
+$4.8M
3
+$4.29M
4
PRGS icon
Progress Software
PRGS
+$2.92M
5
ZQK
QUICKSILVER,INC.
ZQK
+$2.61M

Sector Composition

1 Industrials 17.87%
2 Technology 15.27%
3 Consumer Discretionary 12.05%
4 Financials 11.09%
5 Energy 7.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$524K 0.08%
30,350
127
$489K 0.08%
1,700
128
$476K 0.07%
21,190
129
$470K 0.07%
2,128
+26
130
$441K 0.07%
5,515
131
$431K 0.07%
18,835
-95
132
$412K 0.06%
17,966
+6,150
133
$387K 0.06%
35,385
+410
134
$379K 0.06%
13,450
135
$372K 0.06%
32,071
+385
136
$364K 0.06%
4,575
137
$344K 0.05%
13,065
-100
138
$342K 0.05%
24,981
+300
139
$339K 0.05%
25,485
140
$335K 0.05%
12,295
141
$300K 0.05%
8,815
142
$296K 0.05%
12,840
-105
143
$274K 0.04%
10,063
144
$268K 0.04%
5,894
145
$266K 0.04%
31,685
+390
146
$245K 0.04%
13,285
147
$219K 0.03%
+2,618
148
$214K 0.03%
+12,860
149
$213K 0.03%
+7,071
150
$211K 0.03%
4,700
3 4 5
6
7