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
$689M
AUM Growth
-$29.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$8.32M
2
+$8.19M
3
+$2.44M
4
NFBK icon
Northfield Bancorp
NFBK
+$2.35M
5
FNFG
FIRST NIAGARA FINANCIAL GROUP INC
FNFG
+$2.2M

Top Sells

1
+$11.7M
2
+$4.62M
3
+$3.38M
4
SAVE
Spirit Airlines, Inc.
SAVE
+$1.5M
5
CSII
Cardiovascular Systems, Inc.
CSII
+$1.24M

Sector Composition

1 Industrials 18.36%
2 Technology 15.78%
3 Financials 12.07%
4 Consumer Discretionary 11.72%
5 Energy 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$541K 0.08%
20,710
-60
127
$500K 0.07%
38,447
+12,332
128
$472K 0.07%
18,272
+306
129
$436K 0.06%
14,310
+4,247
130
$429K 0.06%
43,220
-17,290
131
$423K 0.06%
18,670
132
$420K 0.06%
12,945
133
$416K 0.06%
13,450
134
$413K 0.06%
27,583
+2,020
135
$400K 0.06%
24,545
-4,458
136
$375K 0.05%
47,874
+15,503
137
$374K 0.05%
4,480
138
$373K 0.05%
21,550
139
$371K 0.05%
9,300
140
$358K 0.05%
25,085
141
$351K 0.05%
12,720
142
$314K 0.05%
5,789
143
$311K 0.05%
19,405
144
$299K 0.04%
12,345
+50
145
$272K 0.04%
16,313
-6,441
146
$260K 0.04%
11,618
+1
147
$256K 0.04%
4,700
148
$241K 0.04%
13,993
+2,064
149
$233K 0.03%
2,374
+101
150
$232K 0.03%
6,571
3 4 5
6
7