IIM

Ironwood Investment Management Portfolio holdings

AUM $229M
1-Year Est. Return 26.6%
This Quarter Est. Return
1 Year Est. Return
+26.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$272M
AUM Growth
-$162M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$2.47M
2
+$1.14M
3
+$898K
4
SMCI icon
Super Micro Computer
SMCI
+$531K
5
KMG
KMG Chemicals Inc
KMG
+$528K

Top Sells

1
+$7.03M
2
+$4.82M
3
+$3.04M
4
PEGA icon
Pegasystems
PEGA
+$2.91M
5
DY icon
Dycom Industries
DY
+$2.83M

Sector Composition

1 Technology 22.9%
2 Industrials 18.58%
3 Financials 12.82%
4 Consumer Discretionary 12.62%
5 Healthcare 8.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$395K 0.15%
14,782
-7,618
127
$388K 0.14%
4,152
+237
128
$384K 0.14%
4,075
-30
129
$379K 0.14%
8,600
+500
130
$377K 0.14%
4,770
131
$374K 0.14%
12,215
-115
132
$364K 0.13%
13,856
133
$349K 0.13%
11,042
-20
134
$334K 0.12%
3,464
+189
135
$328K 0.12%
11,050
136
$319K 0.12%
263,675
-134,215
137
$272K 0.1%
5,763
138
$263K 0.1%
2,019
+178
139
$259K 0.1%
8,224
140
$251K 0.09%
4,118
+400
141
$251K 0.09%
8,770
-1,370
142
$241K 0.09%
4,689
+445
143
$237K 0.09%
24,213
144
$220K 0.08%
+274
145
$213K 0.08%
+5,186
146
$213K 0.08%
8,125
-1,380
147
$187K 0.07%
11,900
-1,900
148
$185K 0.07%
11,887
-40
149
$175K 0.06%
2,407
-427
150
$132K 0.05%
30,465
-13,931
3 4 5
6
7