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
$138M
AUM Growth
+$4.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$1.02M
2
+$941K
3
+$535K
4
BHBK
Blue Hills Bancorp, Inc.
BHBK
+$454K
5
TREC
Trecora Resources
TREC
+$375K

Top Sells

1
+$1.38M
2
+$730K
3
+$567K
4
EXTR icon
Extreme Networks
EXTR
+$432K
5
COST icon
Costco
COST
+$286K

Sector Composition

1 Technology 29.91%
2 Industrials 16.44%
3 Financials 12.71%
4 Consumer Discretionary 9.62%
5 Materials 7.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$355K 0.26%
3,463
+25
127
$354K 0.26%
7,256
+50
128
$352K 0.25%
45,606
-1,796
129
$350K 0.25%
5,721
130
$349K 0.25%
8,122
+103
131
$346K 0.25%
2,711
+18
132
$328K 0.24%
+11,775
133
$327K 0.24%
4,200
134
$317K 0.23%
37,596
-2,382
135
$315K 0.23%
28,960
+3,524
136
$314K 0.23%
4,202
+113
137
$312K 0.23%
4,468
+31
138
$306K 0.22%
119,884
-5,163
139
$287K 0.21%
+2,397
140
$285K 0.21%
2,302
141
$284K 0.21%
4,124
142
$279K 0.2%
13,836
-894
143
$278K 0.2%
14,505
-1,130
144
$271K 0.2%
11,159
-167
145
$269K 0.19%
44,940
-2,838
146
$268K 0.19%
5,471
-341
147
$263K 0.19%
23,702
-411
148
$240K 0.17%
2,076
-132
149
$235K 0.17%
45,774
-1,395
150
$234K 0.17%
4,577
3 4 5
6
7