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
$142M
AUM Growth
+$4.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$934K
2
+$801K
3
+$411K
4
AZZ icon
AZZ Inc
AZZ
+$363K
5
UFPI icon
UFP Industries
UFPI
+$336K

Top Sells

1
+$1.13M
2
+$941K
3
+$908K
4
KATE
Kate Spade & Company
KATE
+$854K
5
FOE
Ferro Corporation
FOE
+$493K

Sector Composition

1 Technology 29.41%
2 Industrials 17.42%
3 Financials 12.83%
4 Consumer Discretionary 9.21%
5 Materials 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$378K 0.27%
25,721
-7,433
127
$368K 0.26%
8,420
+298
128
$362K 0.25%
2,818
+110
129
$350K 0.25%
5,721
130
$344K 0.24%
30,192
+1,232
131
$337K 0.24%
1,517
+168
132
$335K 0.24%
119,663
-221
133
$332K 0.23%
4,365
+163
134
$330K 0.23%
2,077
+1
135
$323K 0.23%
4,200
136
$307K 0.22%
4,125
+1
137
$290K 0.2%
13,832
-4
138
$289K 0.2%
2,302
139
$283K 0.2%
11,159
140
$266K 0.19%
5,480
+9
141
$262K 0.18%
2,100
142
$259K 0.18%
23,487
-215
143
$245K 0.17%
14,521
+16
144
$244K 0.17%
11,419
-356
145
$243K 0.17%
4,577
146
$231K 0.16%
44,951
+11
147
$229K 0.16%
+1,789
148
$221K 0.16%
+689
149
$218K 0.15%
3,000
150
$216K 0.15%
6,400
3 4 5
6
7