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
$189M
AUM Growth
+$18.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
176
New
Increased
Reduced
Closed

Top Buys

1
+$563K
2
+$536K
3
+$482K
4
RVI
Retail Value Inc. Common Shares
RVI
+$380K
5
AUPH icon
Aurinia Pharmaceuticals
AUPH
+$354K

Top Sells

1
+$701K
2
+$694K
3
+$559K
4
B
Barnes Group Inc.
B
+$372K
5
MSTR icon
Strategy Inc
MSTR
+$296K

Sector Composition

1 Technology 28.98%
2 Industrials 12.62%
3 Consumer Discretionary 12.42%
4 Healthcare 10.01%
5 Financials 9.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$421K 0.22%
13,419
+1,776
127
$416K 0.22%
12,811
+473
128
$412K 0.22%
1,102
129
$382K 0.2%
16,528
+2,591
130
$380K 0.2%
9,833
-175
131
$380K 0.2%
+221,342
132
$377K 0.2%
16,889
+1,899
133
$377K 0.2%
41,342
+4,588
134
$369K 0.2%
23,451
-730
135
$365K 0.19%
30,849
+244
136
$357K 0.19%
11,235
-146
137
$350K 0.19%
3,884
138
$346K 0.18%
74,462
+19,681
139
$329K 0.17%
799
+11
140
$313K 0.17%
12,307
-4,803
141
$312K 0.16%
1,892
142
$306K 0.16%
6,073
143
$302K 0.16%
43,897
-16,393
144
$299K 0.16%
17,007
-245
145
$298K 0.16%
4,057
146
$290K 0.15%
+24,424
147
$290K 0.15%
12,158
+111
148
$288K 0.15%
19,722
+2,655
149
$283K 0.15%
961
-13
150
$282K 0.15%
39
+19
3 4 5
6
7