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
$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 28.12%
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
$349K 0.27%
1,200
+265
127
$341K 0.26%
5,721
-42
128
$336K 0.26%
2,469
+481
129
$329K 0.25%
2,700
+562
130
$327K 0.25%
2,351
+490
131
$325K 0.25%
2,273
+463
132
$313K 0.24%
11,052
133
$310K 0.24%
24,113
134
$307K 0.24%
+5,678
135
$305K 0.23%
3,453
+725
136
$302K 0.23%
8,224
137
$300K 0.23%
3,796
+789
138
$292K 0.22%
2,704
+560
139
$288K 0.22%
55,755
-12,352
140
$276K 0.21%
4,200
141
$274K 0.21%
4,118
142
$269K 0.21%
4,859
-1,122
143
$268K 0.21%
1,448
-372
144
$267K 0.21%
25,536
+5,300
145
$261K 0.2%
1,713
+362
146
$258K 0.2%
5,162
+1,066
147
$254K 0.2%
10,974
-2,470
148
$251K 0.19%
3,185
+662
149
$251K 0.19%
3,796
+800
150
$237K 0.18%
4,122
3 4 5
6
7