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
$130M
AUM Growth
-$3.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$1.27M
2
+$925K
3
+$713K
4
QSR icon
Restaurant Brands International
QSR
+$355K
5
ENOV icon
Enovis
ENOV
+$307K

Top Sells

1
+$1.2M
2
+$1.03M
3
+$893K
4
DY icon
Dycom Industries
DY
+$880K
5
UTEK
Ultratech Inc.
UTEK
+$693K

Sector Composition

1 Technology 28.84%
2 Industrials 17.34%
3 Consumer Discretionary 10.24%
4 Financials 9.22%
5 Healthcare 7.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$355K 0.27%
+7,956
127
$349K 0.27%
1,200
+265
128
$341K 0.26%
5,721
-42
129
$336K 0.26%
2,469
+481
130
$329K 0.25%
2,700
+562
131
$327K 0.25%
2,351
+490
132
$325K 0.25%
2,273
+463
133
$313K 0.24%
11,052
134
$310K 0.24%
24,113
135
$307K 0.24%
+5,678
136
$305K 0.23%
3,453
+725
137
$302K 0.23%
8,224
138
$300K 0.23%
3,796
+789
139
$292K 0.22%
2,704
+560
140
$288K 0.22%
55,755
-12,352
141
$276K 0.21%
4,200
142
$274K 0.21%
4,118
143
$269K 0.21%
4,859
-1,122
144
$268K 0.21%
1,448
-372
145
$267K 0.21%
25,536
+5,300
146
$261K 0.2%
1,713
+362
147
$258K 0.2%
5,162
+1,066
148
$254K 0.2%
10,974
-2,470
149
$251K 0.19%
3,185
+662
150
$251K 0.19%
3,796
+800
3 4 5
6
7