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
$140M
AUM Growth
-$2.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$841K
2
+$683K
3
+$443K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$438K
5
RBBN icon
Ribbon Communications
RBBN
+$293K

Top Sells

1
+$1.38M
2
+$1.25M
3
+$910K
4
KLIC icon
Kulicke & Soffa
KLIC
+$684K
5
GVA icon
Granite Construction
GVA
+$640K

Sector Composition

1 Technology 28.36%
2 Industrials 16.54%
3 Financials 13.7%
4 Consumer Discretionary 10.9%
5 Materials 6.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$375K 0.27%
15,452
-626
127
$374K 0.27%
37,160
-473
128
$368K 0.26%
25,621
-100
129
$366K 0.26%
2,072
-5
130
$363K 0.26%
4,416
+51
131
$360K 0.26%
2,302
132
$353K 0.25%
4,125
133
$332K 0.24%
4,200
134
$331K 0.24%
2,100
135
$329K 0.24%
11,159
136
$315K 0.23%
13,670
-162
137
$307K 0.22%
5,721
138
$299K 0.21%
117,245
-2,418
139
$293K 0.21%
+37,870
140
$270K 0.19%
5,458
-22
141
$264K 0.19%
11,950
142
$257K 0.18%
23,702
+215
143
$252K 0.18%
43,771
-1,180
144
$247K 0.18%
4,577
145
$244K 0.17%
1,809
+20
146
$241K 0.17%
6,400
147
$230K 0.16%
1,167
148
$226K 0.16%
+7,588
149
$223K 0.16%
3,000
150
$213K 0.15%
10,016
-403
3 4 5
6
7